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 | -$29,895 |
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 | $192,960 | $71,802+168.7% | $133,980+44.0% | $57,658+234.7% |
| Participation rate | 86.4% | 85.5%+0.9pp | 87.1%-0.7pp | 70.2%+16.2pp |
| Annual return | 7.48% | 13.51%-6.0pp | 29.30%-21.8pp | 5.13%+2.3pp |
| Employer contribution / active EE | $4,248 | $3,161+34.4% | $5,211-18.5% | $1,974+115.2% |
| Participant deferral / active EE | $10,904 | $4,606+136.8% | $6,282+73.6% | $3,061+256.3% |
| Admin fee / account holder | -$43 | $88-149.5% | $9,324-100.5% | $95-145.9% |