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 | $8,190 |
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 | $35,690 | $47,977-25.6% | $154,107-76.8% | $56,287-36.6% |
| Participation rate | 77.5% | 66.2%+11.3pp | 83.0%-5.6pp | 69.9%+7.6pp |
| Annual return | -6.15% | 3.54%-9.7pp | 735.12%-741.3pp | -9.96%+3.8pp |
| Employer contribution / active EE | $908 | $2,169-58.1% | $5,298-82.9% | $2,111-57.0% |
| Participant deferral / active EE | $3,830 | $2,392+60.1% | $5,081-24.6% | $3,350+14.3% |
| Admin fee / account holder | $28 | $438-93.6% | $13,411-99.8% | $521-94.6% |