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 35-0145825 | Loan Processing | $18,181 |
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 | $94,711 | $71,192+33.0% | $117,854-19.6% | $62,292+52.0% |
| Participation rate | 76.9% | 74.2%+2.7pp | 79.7%-2.7pp | 69.5%+7.4pp |
| Annual return | 15.03% | 18.66%-3.6pp | 335.08%-320.0pp | 28.90%-13.9pp |
| Employer contribution / active EE | $807 | $1,934-58.3% | $3,786-78.7% | $2,042-60.5% |
| Participant deferral / active EE | $3,128 | $3,189-1.9% | $4,482-30.2% | $3,169-1.3% |
| Admin fee / account holder | $2 | $587-99.6% | $8,020-100.0% | $479-99.5% |