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 9-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 | $11,265 |
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 | $32,696 | $58,758-44.4% | $70,014-53.3% | $63,975-48.9% |
| Participation rate | 82.1% | 77.5%+4.6pp | 71.8%+10.3pp | 71.1%+11.0pp |
| Annual return | 10.34% | 18.05%-7.7pp | 12.99%-2.7pp | 48.65%-38.3pp |
| Employer contribution / active EE | $1,486 | $1,973-24.7% | $2,338-36.5% | $2,182-31.9% |
| Participant deferral / active EE | $2,522 | $2,912-13.4% | $2,931-14.0% | $3,356-24.9% |
| Admin fee / account holder | $12 | $71-83.6% | $4,380-99.7% | $70-83.5% |