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 | $11,295 |
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 | $74,946 | $75,388-0.6% | $123,544-39.3% | $55,725+34.5% |
| Participation rate | 76.2% | 75.7%+0.5pp | 82.3%-6.1pp | 70.9%+5.3pp |
| Annual return | -4.30% | 4.48%-8.8pp | 119.20%-123.5pp | 244.93%-249.2pp |
| Employer contribution / active EE | $3,658 | $3,063+19.4% | $4,628-21.0% | $2,078+76.0% |
| Participant deferral / active EE | $6,335 | $5,651+12.1% | $6,426-1.4% | $3,356+88.8% |
| Admin fee / account holder | $13 | $120-89.0% | $9,284-99.9% | $115-88.5% |