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 | $10,370 |
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 | $147,298 | $62,543+135.5% | $83,333+76.8% | $55,725+164.3% |
| Participation rate | 94.6% | 78.4%+16.2pp | 77.8%+16.8pp | 70.9%+23.7pp |
| Annual return | 11.46% | 14.85%-3.4pp | 10.63%+0.8pp | 244.93%-233.5pp |
| Employer contribution / active EE | $7,010 | $2,427+188.8% | $3,379+107.5% | $2,078+237.3% |
| Participant deferral / active EE | $6,482 | $5,682+14.1% | $5,565+16.5% | $3,356+93.2% |
| Admin fee / account holder | $15 | $103-85.8% | $7,510-99.8% | $115-87.3% |