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 7-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 | $6,223 |
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 | $61,657 | $74,347-17.1% | $93,606-34.1% | $67,579-8.8% |
| Participation rate | 94.1% | 80.6%+13.5pp | 75.8%+18.3pp | 71.3%+22.8pp |
| Annual return | 19.41% | 28.07%-8.7pp | 32.76%-13.4pp | 378.56%-359.1pp |
| Employer contribution / active EE | $1,093 | $2,583-57.7% | $2,718-59.8% | $2,148-49.1% |
| Participant deferral / active EE | $4,108 | $4,060+1.2% | $4,069+1.0% | $3,539+16.1% |
| Admin fee / account holder | $18 | $123-85.0% | $7,888-99.8% | $142-87.1% |