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 | $8,688 |
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 | $33,035 | $46,360-28.7% | $147,614-77.6% | $52,331-36.9% |
| Participation rate | 81.0% | 64.9%+16.0pp | 84.6%-3.7pp | 68.1%+12.8pp |
| Annual return | 2.54% | 1.62%+0.9pp | 61.98%-59.4pp | 4.54%-2.0pp |
| Employer contribution / active EE | $938 | $2,126-55.9% | $5,564-83.1% | $1,882-50.2% |
| Participant deferral / active EE | $3,182 | $2,258+41.0% | $4,895-35.0% | $3,022+5.3% |
| Admin fee / account holder | $36 | $766-95.4% | $11,611-99.7% | $592-94.0% |