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 | $41,030 |
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 | $157,766 | $98,982+59.4% | $162,163-2.7% | $65,185+142.0% |
| Participation rate | 92.5% | 85.8%+6.7pp | 87.6%+4.9pp | 70.2%+22.3pp |
| Annual return | 20.32% | 24.84%-4.5pp | 115.59%-95.3pp | 29.38%-9.1pp |
| Employer contribution / active EE | $3,171 | $3,467-8.5% | $5,614-43.5% | $2,177+45.7% |
| Participant deferral / active EE | $6,879 | $5,384+27.8% | $7,298-5.7% | $3,514+95.8% |
| Admin fee / account holder | $180 | $596-69.8% | $10,843-98.3% | $847-78.8% |