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 | $12,445 |
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 | $117,309 | $65,376+79.4% | $87,100+34.7% | $65,185+80.0% |
| Participation rate | 96.9% | 75.3%+21.5pp | 76.9%+20.0pp | 70.2%+26.7pp |
| Annual return | 26.66% | 31.27%-4.6pp | 28.19%-1.5pp | 29.38%-2.7pp |
| Employer contribution / active EE | $3,061 | $1,822+68.0% | $2,521+21.4% | $2,177+40.6% |
| Participant deferral / active EE | $6,403 | $3,388+89.0% | $4,049+58.2% | $3,514+82.2% |
| Admin fee / account holder | $89 | $520-82.9% | $7,497-98.8% | $847-89.5% |