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 | $24,111 |
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 | $101,809 | $111,608-8.8% | $177,821-42.7% | $73,409+38.7% |
| Participation rate | 96.2% | 87.9%+8.3pp | 87.7%+8.5pp | 72.2%+24.0pp |
| Annual return | 26.86% | 18.23%+8.6pp | 48.32%-21.5pp | 59.29%-32.4pp |
| Employer contribution / active EE | $2,296 | $3,796-39.5% | $5,918-61.2% | $2,234+2.8% |
| Participant deferral / active EE | $5,439 | $6,199-12.3% | $7,714-29.5% | $3,805+42.9% |
| Admin fee / account holder | $23 | $166-85.9% | $12,427-99.8% | $158-85.2% |