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 | $40,185 |
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 | $225,360 | $84,948+165.3% | $70,449+219.9% | $73,409+207.0% |
| Participation rate | 93.5% | 79.9%+13.5pp | 75.1%+18.4pp | 72.2%+21.3pp |
| Annual return | 14.13% | 13.39%+0.7pp | 109.03%-94.9pp | 59.29%-45.2pp |
| Employer contribution / active EE | $9,517 | $2,834+235.8% | $2,737+247.8% | $2,234+326.1% |
| Participant deferral / active EE | $6,768 | $3,387+99.8% | $3,709+82.5% | $3,805+77.9% |
| Admin fee / account holder | $38 | $98-61.3% | $3,845-99.0% | $158-75.9% |