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 | $8,463 |
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 | $71,313 | $73,404-2.8% | $87,100-18.1% | $67,579+5.5% |
| Participation rate | 92.3% | 80.9%+11.5pp | 76.9%+15.5pp | 71.3%+21.1pp |
| Annual return | 22.72% | 48.29%-25.6pp | 28.19%-5.5pp | 378.56%-355.8pp |
| Employer contribution / active EE | $1,989 | $2,014-1.2% | $2,521-21.1% | $2,148-7.4% |
| Participant deferral / active EE | $5,801 | $3,913+48.3% | $4,049+43.3% | $3,539+63.9% |
| Admin fee / account holder | $18 | $142-87.3% | $7,497-99.8% | $142-87.4% |