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 | $7,597 |
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 | $76,457 | $56,443+35.5% | $83,848-8.8% | $55,725+37.2% |
| Participation rate | 95.4% | 72.0%+23.4pp | 76.1%+19.3pp | 70.9%+24.6pp |
| Annual return | -2.44% | 393.67%-396.1pp | 850.88%-853.3pp | 244.93%-247.4pp |
| Employer contribution / active EE | $2,616 | $2,682-2.5% | $3,631-28.0% | $2,078+25.9% |
| Participant deferral / active EE | $6,823 | $2,965+130.1% | $4,082+67.2% | $3,356+103.3% |
| Admin fee / account holder | $19 | $156-88.0% | $5,478-99.7% | $115-83.8% |