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 | $14,233 |
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 | $22,258 | $43,504-48.8% | $68,793-67.6% | $56,287-60.5% |
| Participation rate | 87.8% | 67.8%+19.9pp | 72.2%+15.5pp | 69.9%+17.9pp |
| Annual return | -1.63% | -3.15%+1.5pp | -4.63%+3.0pp | -9.96%+8.3pp |
| Employer contribution / active EE | $727 | $1,525-52.3% | $2,625-72.3% | $2,111-65.6% |
| Participant deferral / active EE | $1,271 | $2,509-49.3% | $3,311-61.6% | $3,350-62.0% |
| Admin fee / account holder | $109 | $515-78.8% | $5,131-97.9% | $521-79.0% |