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 | $15,676 |
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 | $156,270 | $93,182+67.7% | $146,665+6.5% | $79,386+96.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 13.06% | 21.61%-8.5pp | 22.74%-9.7pp | 116.85%-103.8pp |
| Employer contribution / active EE | $4,204 | $2,420+73.7% | $4,136+1.6% | $2,427+73.2% |
| Participant deferral / active EE | $7,712 | $4,169+85.0% | $5,506+40.1% | $4,046+90.6% |
| Admin fee / account holder | $132 | $585-77.5% | $10,280-98.7% | $626-79.0% |