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 | $33,762 |
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 | $85,517 | $99,957-14.4% | $149,696-42.9% | $73,488+16.4% |
| Participation rate | 81.1% | 75.7%+5.4pp | 82.5%-1.3pp | 70.7%+10.5pp |
| Annual return | 84.66% | 53.87%+30.8pp | 276.60%-191.9pp | 28.51%+56.1pp |
| Employer contribution / active EE | $5,821 | $3,191+82.4% | $4,644+25.3% | $2,270+156.4% |
| Participant deferral / active EE | $12,737 | $6,073+109.8% | $6,842+86.2% | $3,740+240.6% |
| Admin fee / account holder | $172 | $551-68.7% | $9,309-98.1% | $513-66.4% |