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 | $42,835 |
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 | $60,392 | $74,347-18.8% | $93,606-35.5% | $67,579-10.6% |
| Participation rate | 96.2% | 80.6%+15.6pp | 75.8%+20.4pp | 71.3%+25.0pp |
| Annual return | 25.63% | 28.07%-2.4pp | 32.76%-7.1pp | 378.56%-352.9pp |
| Employer contribution / active EE | $3,105 | $2,583+20.2% | $2,718+14.2% | $2,148+44.5% |
| Participant deferral / active EE | $10,643 | $4,060+162.1% | $4,069+161.6% | $3,539+200.7% |
| Admin fee / account holder | $118 | $123-3.8% | $7,888-98.5% | $142-17.1% |