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 | $117,602 |
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 | $71,060 | $78,852-9.9% | $76,768-7.4% | $75,289-5.6% |
| Participation rate | 94.8% | 85.0%+9.8pp | 77.0%+17.9pp | 72.4%+22.4pp |
| Annual return | -3.58% | -1.29%-2.3pp | 2.43%-6.0pp | -0.04%-3.5pp |
| Employer contribution / active EE | $4,137 | $2,794+48.0% | $2,485+66.5% | $2,405+72.0% |
| Participant deferral / active EE | $5,471 | $4,800+14.0% | $3,852+42.0% | $3,739+46.3% |
| Admin fee / account holder | $37 | $79-53.3% | $6,675-99.4% | $102-63.9% |