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 | $36,610 |
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 | $177,947 | $74,089+140.2% | $133,980+32.8% | $55,167+222.6% |
| Participation rate | 98.4% | 84.3%+14.1pp | 87.1%+11.3pp | 69.0%+29.4pp |
| Annual return | 7.90% | 12.11%-4.2pp | 29.30%-21.4pp | 169.23%-161.3pp |
| Employer contribution / active EE | $4,070 | $3,064+32.9% | $5,211-21.9% | $1,963+107.4% |
| Participant deferral / active EE | $6,449 | $4,678+37.9% | $6,282+2.7% | $3,054+111.2% |
| Admin fee / account holder | $2 | $458-99.6% | $9,324-100.0% | $504-99.7% |