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 | $53,513 |
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 | $85,167 | $96,900-12.1% | $111,392-23.5% | $75,289+13.1% |
| Participation rate | 93.6% | 85.9%+7.7pp | 78.9%+14.8pp | 72.4%+21.2pp |
| Annual return | -5.64% | 1.66%-7.3pp | -2.06%-3.6pp | -0.04%-5.6pp |
| Employer contribution / active EE | $8,070 | $5,520+46.2% | $4,328+86.5% | $2,405+235.6% |
| Participant deferral / active EE | $6,914 | $6,494+6.5% | $5,567+24.2% | $3,739+84.9% |
| Admin fee / account holder | $39 | $105-63.1% | $12,266-99.7% | $102-62.1% |