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 | $41,875 |
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 | $147,923 | $46,966+215.0% | $185,117-20.1% | $69,631+112.4% |
| Participation rate | 96.8% | 65.3%+31.6pp | 77.3%+19.6pp | 70.7%+26.2pp |
| Annual return | 17.33% | 22.36%-5.0pp | 40.50%-23.2pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $7,874 | $1,360+478.8% | $4,182+88.3% | $2,032+287.5% |
| Participant deferral / active EE | $9,685 | $3,017+221.0% | $5,045+92.0% | $3,224+200.4% |
| Admin fee / account holder | $41 | $94-56.0% | $8,159-99.5% | $110-62.6% |