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 | $16,205 |
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 | $52,824 | $52,884-0.1% | $84,750-37.7% | $55,167-4.2% |
| Participation rate | 95.7% | 67.5%+28.2pp | 76.6%+19.1pp | 69.0%+26.7pp |
| Annual return | 16.83% | 18.03%-1.2pp | 22.78%-6.0pp | 169.23%-152.4pp |
| Employer contribution / active EE | $4,061 | $2,233+81.8% | $3,574+13.6% | $1,963+106.9% |
| Participant deferral / active EE | $7,831 | $2,644+196.2% | $3,712+111.0% | $3,054+156.4% |
| Admin fee / account holder | $96 | $581-83.5% | $5,332-98.2% | $504-81.0% |