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 | $56,187 |
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 | $94,267 | $73,404+28.4% | $87,100+8.2% | $67,579+39.5% |
| Participation rate | 93.1% | 80.9%+12.3pp | 76.9%+16.3pp | 71.3%+21.9pp |
| Annual return | 19.99% | 48.29%-28.3pp | 28.19%-8.2pp | 378.56%-358.6pp |
| Employer contribution / active EE | $2,515 | $2,014+24.9% | $2,521-0.3% | $2,148+17.1% |
| Participant deferral / active EE | $5,731 | $3,913+46.5% | $4,049+41.5% | $3,539+61.9% |
| Admin fee / account holder | $83 | $142-41.3% | $7,497-98.9% | $142-41.6% |