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 | $18,296 |
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 | $151,472 | $111,608+35.7% | $177,821-14.8% | $73,409+106.3% |
| Participation rate | 97.8% | 87.9%+9.9pp | 87.7%+10.0pp | 72.2%+25.6pp |
| Annual return | 22.00% | 18.23%+3.8pp | 48.32%-26.3pp | 59.29%-37.3pp |
| Employer contribution / active EE | $2,142 | $3,796-43.6% | $5,918-63.8% | $2,234-4.1% |
| Participant deferral / active EE | $11,855 | $6,199+91.2% | $7,714+53.7% | $3,805+211.5% |
| Admin fee / account holder | $51 | $166-69.0% | $12,427-99.6% | $158-67.4% |