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 | $12,719 |
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 | $60,421 | $54,762+10.3% | $90,281-33.1% | $72,985-17.2% |
| Participation rate | 92.7% | 65.1%+27.6pp | 73.3%+19.4pp | 69.5%+23.2pp |
| Annual return | 24.11% | 30.63%-6.5pp | 78.10%-54.0pp | 81.00%-56.9pp |
| Employer contribution / active EE | $1,271 | $2,092-39.3% | $2,854-55.5% | $2,440-47.9% |
| Participant deferral / active EE | $7,611 | $2,887+163.6% | $3,885+95.9% | $3,607+111.0% |
| Admin fee / account holder | $82 | $3,972-97.9% | $5,351-98.5% | $5,124-98.4% |