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 | $17,850 |
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 | $42,473 | $70,908-40.1% | $98,907-57.1% | $73,488-42.2% |
| Participation rate | 80.7% | 73.8%+6.9pp | 76.0%+4.7pp | 70.7%+10.0pp |
| Annual return | 30.17% | 34.17%-4.0pp | 196.43%-166.3pp | 28.51%+1.7pp |
| Employer contribution / active EE | $3,707 | $2,036+82.1% | $2,689+37.9% | $2,270+63.3% |
| Participant deferral / active EE | $8,664 | $3,500+147.6% | $4,244+104.1% | $3,740+131.7% |
| Admin fee / account holder | $105 | $535-80.5% | $6,642-98.4% | $513-79.6% |