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 | $2,550 |
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 | $38,646 | $63,299-38.9% | $91,001-57.5% | $62,292-38.0% |
| Participation rate | 72.4% | 73.3%-0.9pp | 75.6%-3.2pp | 69.5%+2.9pp |
| Annual return | 16.83% | 20.99%-4.2pp | 4.60%+12.2pp | 28.90%-12.1pp |
| Employer contribution / active EE | $1,507 | $1,807-16.6% | $2,456-38.6% | $2,042-26.2% |
| Participant deferral / active EE | $2,898 | $2,943-1.5% | $3,547-18.3% | $3,169-8.5% |
| Admin fee / account holder | $28 | $468-93.9% | $5,417-99.5% | $479-94.1% |