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 | $41,294 |
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 | $76,515 | $54,121+41.4% | $134,143-43.0% | $73,409+4.2% |
| Participation rate | 98.5% | 64.4%+34.1pp | 72.2%+26.3pp | 72.2%+26.3pp |
| Annual return | 20.17% | -312.52%+332.7pp | 36.33%-16.2pp | 59.29%-39.1pp |
| Employer contribution / active EE | $5,205 | $1,402+271.3% | $3,704+40.5% | $2,234+133.0% |
| Participant deferral / active EE | $6,928 | $2,844+143.6% | $3,499+98.0% | $3,805+82.1% |
| Admin fee / account holder | $79 | $132-40.1% | $6,684-98.8% | $158-49.8% |