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 | $53,482 |
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 | $74,172 | $65,118+13.9% | $76,768-3.4% | $55,725+33.1% |
| Participation rate | 96.0% | 79.6%+16.4pp | 77.0%+19.0pp | 70.9%+25.1pp |
| Annual return | -5.87% | -1.27%-4.6pp | 2.43%-8.3pp | 244.93%-250.8pp |
| Employer contribution / active EE | $4,149 | $1,941+113.8% | $2,485+67.0% | $2,078+99.7% |
| Participant deferral / active EE | $7,629 | $3,688+106.9% | $3,852+98.1% | $3,356+127.4% |
| Admin fee / account holder | $78 | $116-32.8% | $6,675-98.8% | $115-32.4% |