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 | $35,993 |
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 | $44,032 | $79,519-44.6% | $95,952-54.1% | $73,409-40.0% |
| Participation rate | 90.8% | 81.2%+9.6pp | 77.1%+13.7pp | 72.2%+18.6pp |
| Annual return | 13.75% | 19.20%-5.4pp | 91.61%-77.9pp | 59.29%-45.5pp |
| Employer contribution / active EE | $1,387 | $2,048-32.3% | $2,541-45.4% | $2,234-37.9% |
| Participant deferral / active EE | $3,006 | $4,138-27.4% | $4,167-27.9% | $3,805-21.0% |
| Admin fee / account holder | $73 | $184-60.5% | $6,795-98.9% | $158-53.9% |