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 | $3,120 |
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 | $16,793 | $56,484-70.3% | $169,463-90.1% | $64,186-73.8% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -8.12% | -1.55%-6.6pp | 1.83%-9.9pp | 7.63%-15.7pp |
| Employer contribution / active EE | $4,793 | $1,832+161.5% | $4,159+15.2% | $2,381+101.3% |
| Participant deferral / active EE | $1,915 | $3,448-44.5% | $5,277-63.7% | $3,470-44.8% |
| Admin fee / account holder | $29 | $4,174-99.3% | $9,109-99.7% | $4,888-99.4% |