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 | $21,234 |
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 | $119,390 | $88,515+34.9% | $162,163-26.4% | $67,579+76.7% |
| Participation rate | 95.8% | 86.8%+9.0pp | 87.6%+8.3pp | 71.3%+24.6pp |
| Annual return | 25.01% | 27.04%-2.0pp | 115.59%-90.6pp | 378.56%-353.5pp |
| Employer contribution / active EE | $2,217 | $3,563-37.8% | $5,614-60.5% | $2,148+3.2% |
| Participant deferral / active EE | $11,644 | $5,724+103.4% | $7,298+59.6% | $3,539+229.0% |
| Admin fee / account holder | $57 | $124-53.7% | $10,843-99.5% | $142-59.8% |