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 | $9,875 |
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 | $54,033 | $43,133+25.3% | $89,391-39.6% | $73,488-26.5% |
| Participation rate | 96.5% | 55.0%+41.5pp | 68.0%+28.5pp | 70.7%+25.8pp |
| Annual return | 17.96% | 135.66%-117.7pp | 245.62%-227.7pp | 28.51%-10.6pp |
| Employer contribution / active EE | $1,130 | $1,438-21.4% | $2,586-56.3% | $2,270-50.2% |
| Participant deferral / active EE | $4,042 | $2,445+65.3% | $3,890+3.9% | $3,740+8.1% |
| Admin fee / account holder | $48 | $444-89.3% | $4,881-99.0% | $513-90.7% |