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 | $7,375 |
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 | $103,703 | $74,552+39.1% | $62,995+64.6% | $69,631+48.9% |
| Participation rate | 86.7% | 78.3%+8.4pp | 74.8%+11.9pp | 70.7%+16.0pp |
| Annual return | 14.13% | 15.77%-1.6pp | 87.57%-73.4pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $4,953 | $2,929+69.1% | $2,759+79.5% | $2,032+143.7% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $3,329-100.0% | $3,224-100.0% |
| Admin fee / account holder | $5 | $59-91.5% | $3,600-99.9% | $110-95.4% |