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 | $2,583 |
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 | $55,368 | $44,425+24.6% | $67,834-18.4% | $55,167+0.4% |
| Participation rate | 99.1% | 59.7%+39.4pp | 68.8%+30.3pp | 69.0%+30.1pp |
| Annual return | 10.04% | 17.80%-7.8pp | 138.47%-128.4pp | 169.23%-159.2pp |
| Employer contribution / active EE | $2,342 | $1,351+73.3% | $2,403-2.5% | $1,963+19.3% |
| Participant deferral / active EE | $4,300 | $2,166+98.6% | $3,160+36.1% | $3,054+40.8% |
| Admin fee / account holder | $17 | $530-96.7% | $4,622-99.6% | $504-96.5% |