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 35-0145825 | Loan Processing | $37,270 |
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 | $172,031 | $70,667+143.4% | $123,104+39.7% | $52,331+228.7% |
| Participation rate | 98.3% | 83.7%+14.6pp | 86.8%+11.5pp | 68.1%+30.2pp |
| Annual return | 0.55% | 6.23%-5.7pp | 13.22%-12.7pp | 4.54%-4.0pp |
| Employer contribution / active EE | $4,107 | $2,946+39.4% | $5,151-20.3% | $1,882+118.2% |
| Participant deferral / active EE | $6,561 | $4,493+46.0% | $6,230+5.3% | $3,022+117.1% |
| Admin fee / account holder | $1 | $506-99.8% | $9,015-100.0% | $592-99.8% |