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 | $43,354 |
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 | $43,541 | $65,118-33.1% | $76,768-43.3% | $55,725-21.9% |
| Participation rate | 74.9% | 79.6%-4.7pp | 77.0%-2.0pp | 70.9%+4.1pp |
| Annual return | -3.55% | -1.27%-2.3pp | 2.43%-6.0pp | 244.93%-248.5pp |
| Employer contribution / active EE | $2,076 | $1,941+7.0% | $2,485-16.5% | $2,078-0.1% |
| Participant deferral / active EE | $4,715 | $3,688+27.9% | $3,852+22.4% | $3,356+40.5% |
| Admin fee / account holder | $169 | $116+45.6% | $6,675-97.5% | $115+46.5% |