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 | $9,628 |
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 | $24,719 | $58,879-58.0% | $178,490-86.2% | $73,488-66.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 11.86% | 24.86%-13.0pp | 151.07%-139.2pp | 28.51%-16.6pp |
| Employer contribution / active EE | $1,638 | $2,236-26.8% | $5,011-67.3% | $2,270-27.9% |
| Participant deferral / active EE | $3,612 | $2,567+40.7% | $5,202-30.6% | $3,740-3.4% |
| Admin fee / account holder | $65 | $400-83.9% | $13,984-99.5% | $513-87.4% |