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 | -$22,825 |
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 | $183,682 | $68,413+168.5% | $123,104+49.2% | $55,191+232.8% |
| Participation rate | 86.0% | 84.5%+1.4pp | 86.8%-0.8pp | 69.2%+16.8pp |
| Annual return | 0.82% | 6.30%-5.5pp | 13.22%-12.4pp | 10.78%-10.0pp |
| Employer contribution / active EE | $4,348 | $3,050+42.5% | $5,151-15.6% | $1,899+129.0% |
| Participant deferral / active EE | $11,386 | $4,490+153.6% | $6,230+82.8% | $3,046+273.7% |
| Admin fee / account holder | -$37 | $88-141.9% | $9,015-100.4% | $91-140.6% |