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 | $46,703 |
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 | $57,846 | $69,305-16.5% | $82,313-29.7% | $69,631-16.9% |
| Participation rate | 92.5% | 80.3%+12.3pp | 76.9%+15.6pp | 70.7%+21.8pp |
| Annual return | 16.27% | 21.47%-5.2pp | 25.88%-9.6pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $1,669 | $1,887-11.5% | $2,428-31.3% | $2,032-17.9% |
| Participant deferral / active EE | $5,328 | $3,568+49.3% | $3,706+43.8% | $3,224+65.3% |
| Admin fee / account holder | $91 | $97-6.0% | $5,608-98.4% | $110-17.2% |