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 | $20,319 |
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 | $208,332 | $73,638+182.9% | $95,952+117.1% | $73,488+183.5% |
| Participation rate | 96.8% | 76.2%+20.6pp | 77.1%+19.7pp | 70.7%+26.1pp |
| Annual return | 15.12% | 16.78%-1.7pp | 91.61%-76.5pp | 28.51%-13.4pp |
| Employer contribution / active EE | $5,483 | $1,863+194.3% | $2,541+115.8% | $2,270+141.5% |
| Participant deferral / active EE | $8,140 | $3,617+125.1% | $4,167+95.4% | $3,740+117.7% |
| Admin fee / account holder | $141 | $482-70.7% | $6,795-97.9% | $513-72.5% |