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 | -$39,881 |
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 | $124,900 | $80,177+55.8% | $123,892+0.8% | $57,658+116.6% |
| Participation rate | 96.1% | 74.4%+21.7pp | 81.4%+14.7pp | 70.2%+25.9pp |
| Annual return | 8.45% | 17.90%-9.4pp | 47.52%-39.1pp | 5.13%+3.3pp |
| Employer contribution / active EE | $3,130 | $2,913+7.5% | $4,617-32.2% | $1,974+58.6% |
| Participant deferral / active EE | $11,705 | $5,130+128.1% | $5,984+95.6% | $3,061+282.4% |
| Admin fee / account holder | -$59 | $106-155.3% | $8,357-100.7% | $95-162.2% |