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 | $4,157 |
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 | $61,604 | $81,537-24.4% | $149,718-58.9% | $69,631-11.5% |
| Participation rate | 87.5% | 86.1%+1.4pp | 87.1%+0.5pp | 70.7%+16.9pp |
| Annual return | 21.87% | 22.79%-0.9pp | 1501.63%-1479.8pp | 27571.02%-27549.2pp |
| Employer contribution / active EE | $2,123 | $3,239-34.5% | $5,445-61.0% | $2,032+4.5% |
| Participant deferral / active EE | $6,070 | $4,994+21.5% | $6,569-7.6% | $3,224+88.3% |
| Admin fee / account holder | $13 | $107-88.0% | $11,283-99.9% | $110-88.4% |