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 | $13,320 |
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 | $166,076 | $44,734+271.3% | $99,443+67.0% | $67,579+145.8% |
| Participation rate | 97.4% | 66.2%+31.2pp | 73.8%+23.5pp | 71.3%+26.1pp |
| Annual return | 23.25% | 32.45%-9.2pp | 30.72%-7.5pp | 378.56%-355.3pp |
| Employer contribution / active EE | $4,727 | $1,261+275.0% | $2,540+86.1% | $2,148+120.1% |
| Participant deferral / active EE | $9,044 | $2,731+231.2% | $3,619+149.9% | $3,539+155.5% |
| Admin fee / account holder | $13 | $120-89.4% | $6,250-99.8% | $142-91.1% |