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 8-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 | $38,780 |
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 | $74,757 | $105,247-29.0% | $87,100-14.2% | $77,787-3.9% |
| Participation rate | 99.8% | 85.8%+14.0pp | 76.9%+22.9pp | 73.2%+26.5pp |
| Annual return | 25.71% | 24.52%+1.2pp | 28.19%-2.5pp | 32.57%-6.9pp |
| Employer contribution / active EE | $1,895 | $2,895-34.5% | $2,521-24.9% | $2,504-24.4% |
| Participant deferral / active EE | $3,542 | $5,060-30.0% | $4,049-12.5% | $3,967-10.7% |
| Admin fee / account holder | $26 | $104-74.7% | $7,497-99.6% | $100-73.6% |