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 | $32,890 |
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 | $102,322 | $69,305+47.6% | $82,313+24.3% | $69,631+46.9% |
| Participation rate | 91.7% | 80.3%+11.5pp | 76.9%+14.8pp | 70.7%+21.1pp |
| Annual return | 15.77% | 21.47%-5.7pp | 25.88%-10.1pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $2,495 | $1,887+32.3% | $2,428+2.8% | $2,032+22.8% |
| Participant deferral / active EE | $5,821 | $3,568+63.1% | $3,706+57.1% | $3,224+80.6% |
| Admin fee / account holder | $53 | $97-45.7% | $5,608-99.1% | $110-52.2% |