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 | $39,545 |
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 | $56,464 | $85,135-33.7% | $98,907-42.9% | $73,409-23.1% |
| Participation rate | 99.7% | 81.1%+18.5pp | 76.0%+23.6pp | 72.2%+27.5pp |
| Annual return | 13.21% | 19.14%-5.9pp | 196.43%-183.2pp | 59.29%-46.1pp |
| Employer contribution / active EE | $1,888 | $2,721-30.6% | $2,689-29.8% | $2,234-15.5% |
| Participant deferral / active EE | $3,975 | $4,349-8.6% | $4,244-6.3% | $3,805+4.5% |
| Admin fee / account holder | $99 | $139-29.2% | $6,642-98.5% | $158-37.5% |