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 | $9,904 |
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 | $53,548 | $43,723+22.5% | $121,196-55.8% | $64,186-16.6% |
| Participation rate | 86.5% | 58.3%+28.1pp | 71.7%+14.7pp | 69.6%+16.9pp |
| Annual return | -6.93% | 68.91%-75.8pp | 16.93%-23.9pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,728 | $1,296+33.3% | $4,022-57.0% | $2,381-27.4% |
| Participant deferral / active EE | $4,854 | $2,280+112.9% | $3,344+45.1% | $3,470+39.9% |
| Admin fee / account holder | $57 | $3,501-98.4% | $5,019-98.9% | $4,888-98.8% |