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 7-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 | $109,015 |
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 | $93,633 | $105,247-11.0% | $87,100+7.5% | $77,787+20.4% |
| Participation rate | 97.3% | 85.8%+11.5pp | 76.9%+20.4pp | 73.2%+24.1pp |
| Annual return | 22.04% | 24.52%-2.5pp | 28.19%-6.2pp | 32.57%-10.5pp |
| Employer contribution / active EE | $3,305 | $2,895+14.2% | $2,521+31.1% | $2,504+32.0% |
| Participant deferral / active EE | $5,226 | $5,060+3.3% | $4,049+29.1% | $3,967+31.7% |
| Admin fee / account holder | $43 | $104-58.5% | $7,497-99.4% | $100-56.6% |