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 9-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 | $16,320 |
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 | $36,990 | $58,083-36.3% | $80,019-53.8% | $56,287-34.3% |
| Participation rate | 75.0% | 73.6%+1.4pp | 75.8%-0.8pp | 69.9%+5.1pp |
| Annual return | -3.11% | 34.61%-37.7pp | 11.22%-14.3pp | -9.96%+6.8pp |
| Employer contribution / active EE | $1,513 | $1,932-21.7% | $2,468-38.7% | $2,111-28.4% |
| Participant deferral / active EE | $3,192 | $3,135+1.8% | $3,686-13.4% | $3,350-4.7% |
| Admin fee / account holder | $140 | $623-77.5% | $6,521-97.9% | $521-73.2% |