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 | -$27,186 |
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 | $160,156 | $60,607+164.3% | $189,557-15.5% | $86,799+84.5% |
| Participation rate | 95.6% | 68.9%+26.7pp | 78.4%+17.2pp | 72.3%+23.4pp |
| Annual return | 17.84% | 65.18%-47.3pp | 64.17%-46.3pp | 97.91%-80.1pp |
| Employer contribution / active EE | $2,724 | $1,626+67.6% | $4,412-38.3% | $2,405+13.2% |
| Participant deferral / active EE | $8,724 | $3,895+124.0% | $6,174+41.3% | $4,131+111.2% |
| Admin fee / account holder | -$51 | $159-132.0% | $9,807-100.5% | $170-130.0% |