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 | $10,263 |
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 | $77,022 | $64,909+18.7% | $82,313-6.4% | $62,292+23.6% |
| Participation rate | 70.9% | 74.9%-4.0pp | 76.9%-6.0pp | 69.5%+1.3pp |
| Annual return | 19.44% | 21.18%-1.7pp | 25.88%-6.4pp | 28.90%-9.5pp |
| Employer contribution / active EE | $3,121 | $1,676+86.2% | $2,428+28.5% | $2,042+52.8% |
| Participant deferral / active EE | $4,140 | $3,103+33.4% | $3,706+11.7% | $3,169+30.6% |
| Admin fee / account holder | $70 | $440-84.1% | $5,608-98.8% | $479-85.4% |