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 | $10,770 |
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 | $68,842 | $48,277+42.6% | $63,517+8.4% | $55,191+24.7% |
| Participation rate | 97.7% | 69.4%+28.3pp | 71.0%+26.7pp | 69.2%+28.6pp |
| Annual return | 3.06% | 2.37%+0.7pp | -70.30%+73.4pp | 10.78%-7.7pp |
| Employer contribution / active EE | $3,766 | $1,592+136.6% | $2,322+62.2% | $1,899+98.3% |
| Participant deferral / active EE | $3,576 | $2,432+47.0% | $2,953+21.1% | $3,046+17.4% |
| Admin fee / account holder | $21 | $86-75.4% | $5,892-99.6% | $91-76.7% |