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 | $44,720 |
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 | $77,053 | $88,515-12.9% | $162,163-52.5% | $67,579+14.0% |
| Participation rate | 95.7% | 86.8%+8.9pp | 87.6%+8.1pp | 71.3%+24.4pp |
| Annual return | 26.79% | 27.04%-0.3pp | 115.59%-88.8pp | 378.56%-351.8pp |
| Employer contribution / active EE | $4,547 | $3,563+27.6% | $5,614-19.0% | $2,148+111.7% |
| Participant deferral / active EE | $9,311 | $5,724+62.7% | $7,298+27.6% | $3,539+163.1% |
| Admin fee / account holder | $120 | $124-3.3% | $10,843-98.9% | $142-16.0% |