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 | $4,737 |
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 | $79,365 | $80,177-1.0% | $123,892-35.9% | $57,658+37.6% |
| Participation rate | 98.2% | 74.4%+23.8pp | 81.4%+16.8pp | 70.2%+28.0pp |
| Annual return | 10.07% | 17.90%-7.8pp | 47.52%-37.4pp | 5.13%+4.9pp |
| Employer contribution / active EE | $1,679 | $2,913-42.3% | $4,617-63.6% | $1,974-14.9% |
| Participant deferral / active EE | $5,971 | $5,130+16.4% | $5,984-0.2% | $3,061+95.1% |
| Admin fee / account holder | $31 | $106-70.9% | $8,357-99.6% | $95-67.3% |