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 | -$55,448 |
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 | $155,160 | $69,231+124.1% | $91,989+68.7% | $67,579+129.6% |
| Participation rate | 82.7% | 78.9%+3.7pp | 78.6%+4.0pp | 71.3%+11.4pp |
| Annual return | 21.98% | 32.03%-10.0pp | 69.02%-47.0pp | 378.56%-356.6pp |
| Employer contribution / active EE | $1,502 | $2,284-34.2% | $3,452-56.5% | $2,148-30.0% |
| Participant deferral / active EE | $5,294 | $5,854-9.6% | $5,923-10.6% | $3,539+49.6% |
| Admin fee / account holder | -$48 | $107-144.8% | $7,743-100.6% | $142-133.8% |