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 | $9,315 |
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 | $72,951 | $60,165+21.3% | $74,183-1.7% | $55,167+32.2% |
| Participation rate | 77.0% | 74.2%+2.9pp | 76.6%+0.4pp | 69.0%+8.0pp |
| Annual return | 7.70% | 10.00%-2.3pp | 17.74%-10.0pp | 169.23%-161.5pp |
| Employer contribution / active EE | $1,528 | $1,600-4.5% | $2,370-35.5% | $1,963-22.1% |
| Participant deferral / active EE | $3,303 | $2,973+11.1% | $3,550-7.0% | $3,054+8.1% |
| Admin fee / account holder | $77 | $419-81.6% | $5,586-98.6% | $504-84.7% |