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 | $11,791 |
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 | $103,277 | $75,284+37.2% | $91,001+13.5% | $69,631+48.3% |
| Participation rate | 89.9% | 80.4%+9.6pp | 75.6%+14.3pp | 70.7%+19.3pp |
| Annual return | 17.49% | 48.40%-30.9pp | 4.60%+12.9pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $1,909 | $2,473-22.8% | $2,456-22.3% | $2,032-6.1% |
| Participant deferral / active EE | $3,842 | $3,700+3.8% | $3,547+8.3% | $3,224+19.2% |
| Admin fee / account holder | $30 | $111-73.1% | $5,417-99.5% | $110-73.0% |