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 | $18,800 |
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 | $83,177 | $62,324+33.5% | $68,509+21.4% | $55,191+50.7% |
| Participation rate | 84.9% | 78.9%+6.0pp | 74.7%+10.2pp | 69.2%+15.7pp |
| Annual return | 0.86% | 4.26%-3.4pp | 8.27%-7.4pp | 10.78%-9.9pp |
| Employer contribution / active EE | $1,721 | $2,223-22.6% | $2,278-24.4% | $1,899-9.4% |
| Participant deferral / active EE | $3,780 | $3,425+10.4% | $3,382+11.8% | $3,046+24.1% |
| Admin fee / account holder | $20 | $91-78.4% | $5,275-99.6% | $91-78.2% |