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 | $35,440 |
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 | $199,591 | $95,542+108.9% | $69,455+187.4% | $67,579+195.3% |
| Participation rate | 94.4% | 79.4%+15.0pp | 74.6%+19.8pp | 71.3%+23.1pp |
| Annual return | 18.18% | 17.67%+0.5pp | 28.97%-10.8pp | 378.56%-360.4pp |
| Employer contribution / active EE | $11,424 | $2,989+282.2% | $2,779+311.1% | $2,148+431.9% |
| Participant deferral / active EE | $6,170 | $3,263+89.1% | $3,535+74.5% | $3,539+74.3% |
| Admin fee / account holder | $33 | $90-63.3% | $3,839-99.1% | $142-76.9% |