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 | $25,874 |
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 | $107,505 | $58,083+85.1% | $80,019+34.3% | $56,287+91.0% |
| Participation rate | 86.3% | 73.6%+12.6pp | 75.8%+10.4pp | 69.9%+16.4pp |
| Annual return | -5.79% | 34.61%-40.4pp | 11.22%-17.0pp | -9.96%+4.2pp |
| Employer contribution / active EE | $4,549 | $1,932+135.4% | $2,468+84.3% | $2,111+115.5% |
| Participant deferral / active EE | $5,885 | $3,135+87.7% | $3,686+59.7% | $3,350+75.7% |
| Admin fee / account holder | $135 | $623-78.4% | $6,521-97.9% | $521-74.1% |