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 | $3,741 |
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 | $75,916 | $77,813-2.4% | $123,544-38.6% | $64,186+18.3% |
| Participation rate | 91.9% | 74.7%+17.2pp | 82.3%+9.6pp | 69.6%+22.3pp |
| Annual return | -5.87% | 12.48%-18.4pp | 119.20%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $3,576 | $3,014+18.7% | $4,628-22.7% | $2,381+50.2% |
| Participant deferral / active EE | $7,016 | $5,240+33.9% | $6,426+9.2% | $3,470+102.2% |
| Admin fee / account holder | $39 | $5,519-99.3% | $9,284-99.6% | $4,888-99.2% |