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 | $21,085 |
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 | $53,557 | $69,159-22.6% | $125,175-57.2% | $67,579-20.7% |
| Participation rate | 90.3% | 78.2%+12.1pp | 79.8%+10.6pp | 71.3%+19.1pp |
| Annual return | 19.77% | 27.12%-7.4pp | 43.79%-24.0pp | 378.56%-358.8pp |
| Employer contribution / active EE | $1,436 | $2,023-29.0% | $3,865-62.8% | $2,148-33.1% |
| Participant deferral / active EE | $3,465 | $3,700-6.3% | $4,937-29.8% | $3,539-2.1% |
| Admin fee / account holder | $59 | $142-58.7% | $9,702-99.4% | $142-58.8% |