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 | $5,538 |
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 | $67,963 | $69,159-1.7% | $125,175-45.7% | $67,579+0.6% |
| Participation rate | 95.3% | 78.2%+17.1pp | 79.8%+15.6pp | 71.3%+24.1pp |
| Annual return | 22.77% | 27.12%-4.3pp | 43.79%-21.0pp | 378.56%-355.8pp |
| Employer contribution / active EE | $2,223 | $2,023+9.9% | $3,865-42.5% | $2,148+3.5% |
| Participant deferral / active EE | $5,893 | $3,700+59.3% | $4,937+19.4% | $3,539+66.5% |
| Admin fee / account holder | $20 | $142-85.7% | $9,702-99.8% | $142-85.8% |