See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,787 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,423 | $80,753-21.5% | $136,294-53.5% | $62,292+1.8% |
| Participation rate | 94.3% | 73.5%+20.7pp | 81.9%+12.3pp | 69.5%+24.7pp |
| Annual return | 20.28% | 35.83%-15.5pp | 5155.94%-5135.7pp | 28.90%-8.6pp |
| Employer contribution / active EE | $4,182 | $2,884+45.0% | $4,695-10.9% | $2,042+104.8% |
| Participant deferral / active EE | $9,554 | $5,164+85.0% | $6,247+52.9% | $3,169+201.5% |
| Admin fee / account holder | $80 | $525-84.7% | $9,243-99.1% | $479-83.3% |