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 | $13,842 |
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 | $65,868 | $88,324-25.4% | $115,037-42.7% | $55,191+19.3% |
| Participation rate | 86.8% | 72.5%+14.2pp | 81.4%+5.4pp | 69.2%+17.6pp |
| Annual return | 0.10% | 6.30%-6.2pp | 26.14%-26.0pp | 10.78%-10.7pp |
| Employer contribution / active EE | $2,730 | $2,805-2.7% | $4,608-40.8% | $1,899+43.8% |
| Participant deferral / active EE | $6,290 | $5,042+24.8% | $6,026+4.4% | $3,046+106.5% |
| Admin fee / account holder | $20 | $105-80.8% | $8,175-99.8% | $91-77.7% |