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 | $12,934 |
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 | $121,771 | $155,795-21.8% | $136,294-10.7% | $69,631+74.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 22.13% | 232464.33%-232442.2pp | 5155.94%-5133.8pp | 27571.02%-27548.9pp |
| Employer contribution / active EE | $7,215 | $2,991+141.2% | $4,695+53.7% | $2,032+255.0% |
| Participant deferral / active EE | $9,484 | $5,394+75.8% | $6,247+51.8% | $3,224+194.2% |
| Admin fee / account holder | $8 | $128-93.7% | $9,243-99.9% | $110-92.7% |