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 35-0145825 | Loan Processing | $14,699 |
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 | $32,635 | $45,825-28.8% | $90,645-64.0% | $56,287-42.0% |
| Participation rate | 96.2% | 66.7%+29.5pp | 74.0%+22.1pp | 69.9%+26.3pp |
| Annual return | -4.56% | 38.64%-43.2pp | 1.88%-6.4pp | -9.96%+5.4pp |
| Employer contribution / active EE | $1,990 | $1,372+45.0% | $2,532-21.4% | $2,111-5.8% |
| Participant deferral / active EE | $3,420 | $2,562+33.5% | $3,425-0.1% | $3,350+2.1% |
| Admin fee / account holder | $91 | $413-78.0% | $4,994-98.2% | $521-82.6% |