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 | $28,621 |
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 | $23,182 | $80,177-71.1% | $123,892-81.3% | $57,658-59.8% |
| Participation rate | 82.4% | 74.4%+8.0pp | 81.4%+1.0pp | 70.2%+12.2pp |
| Annual return | 7.62% | 17.90%-10.3pp | 47.52%-39.9pp | 5.13%+2.5pp |
| Employer contribution / active EE | $614 | $2,913-78.9% | $4,617-86.7% | $1,974-68.9% |
| Participant deferral / active EE | $2,411 | $5,130-53.0% | $5,984-59.7% | $3,061-21.2% |
| Admin fee / account holder | $49 | $106-53.6% | $8,357-99.4% | $95-47.8% |