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 | $9,456 |
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 | $42,173 | $52,293-19.4% | $178,490-76.4% | $73,409-42.6% |
| Participation rate | 83.5% | 65.3%+18.2pp | 81.9%+1.6pp | 72.2%+11.4pp |
| Annual return | 21.13% | 34.75%-13.6pp | 151.07%-129.9pp | 59.29%-38.2pp |
| Employer contribution / active EE | $1,095 | $1,735-36.9% | $5,011-78.1% | $2,234-51.0% |
| Participant deferral / active EE | $4,276 | $2,332+83.4% | $5,202-17.8% | $3,805+12.4% |
| Admin fee / account holder | $23 | $127-81.6% | $13,984-99.8% | $158-85.1% |