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 | $12,275 |
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 | $36,100 | $63,905-43.5% | $74,183-51.3% | $57,658-37.4% |
| Participation rate | 99.8% | 79.8%+20.0pp | 76.6%+23.2pp | 70.2%+29.6pp |
| Annual return | 6.29% | 60.60%-54.3pp | 17.74%-11.4pp | 5.13%+1.2pp |
| Employer contribution / active EE | $2,033 | $1,840+10.5% | $2,370-14.2% | $1,974+3.0% |
| Participant deferral / active EE | $2,675 | $3,448-22.4% | $3,550-24.7% | $3,061-12.6% |
| Admin fee / account holder | $23 | $91-74.8% | $5,586-99.6% | $95-75.7% |