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 | $9,322 |
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 | $104,048 | $59,535+74.8% | $90,160+15.4% | $62,292+67.0% |
| Participation rate | 90.3% | 73.0%+17.2pp | 76.9%+13.4pp | 69.5%+20.8pp |
| Annual return | 21.42% | 23.53%-2.1pp | 34.88%-13.5pp | 28.90%-7.5pp |
| Employer contribution / active EE | $1,918 | $1,826+5.1% | $3,318-42.2% | $2,042-6.1% |
| Participant deferral / active EE | $3,261 | $4,639-29.7% | $5,288-38.3% | $3,169+2.9% |
| Admin fee / account holder | $98 | $337-70.9% | $5,943-98.4% | $479-79.6% |