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 9-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 | $29,094 |
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 | $31,792 | $88,122-63.9% | $141,162-77.5% | $67,579-53.0% |
| Participation rate | 81.0% | 76.5%+4.5pp | 82.5%-1.5pp | 71.3%+9.7pp |
| Annual return | 30.60% | 75.40%-44.8pp | 71.39%-40.8pp | 378.56%-348.0pp |
| Employer contribution / active EE | $1,818 | $3,224-43.6% | $4,735-61.6% | $2,148-15.3% |
| Participant deferral / active EE | $5,447 | $5,958-8.6% | $6,709-18.8% | $3,539+53.9% |
| Admin fee / account holder | $76 | $131-42.1% | $10,261-99.3% | $142-46.8% |