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 7-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 | $64,888 |
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 | $91,804 | $88,122+4.2% | $141,162-35.0% | $67,579+35.8% |
| Participation rate | 90.7% | 76.5%+14.2pp | 82.5%+8.2pp | 71.3%+19.4pp |
| Annual return | 25.25% | 75.40%-50.1pp | 71.39%-46.1pp | 378.56%-353.3pp |
| Employer contribution / active EE | $2,755 | $3,224-14.6% | $4,735-41.8% | $2,148+28.3% |
| Participant deferral / active EE | $9,235 | $5,958+55.0% | $6,709+37.7% | $3,539+160.9% |
| Admin fee / account holder | $101 | $131-23.0% | $10,261-99.0% | $142-29.2% |