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 | $8,923 |
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 | $32,122 | $70,002-54.1% | $115,037-72.1% | $52,331-38.6% |
| Participation rate | 78.2% | 72.1%+6.1pp | 81.4%-3.2pp | 68.1%+10.1pp |
| Annual return | 1.48% | 4.04%-2.6pp | 26.14%-24.7pp | 4.54%-3.1pp |
| Employer contribution / active EE | $2,540 | $2,715-6.4% | $4,608-44.9% | $1,882+35.0% |
| Participant deferral / active EE | $5,395 | $4,920+9.7% | $6,026-10.5% | $3,022+78.5% |
| Admin fee / account holder | $38 | $566-93.2% | $8,175-99.5% | $592-93.5% |