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 | $14,925 |
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 | $100,354 | $60,545+65.7% | $92,233+8.8% | $69,631+44.1% |
| Participation rate | 92.1% | 72.2%+20.0pp | 76.5%+15.7pp | 70.7%+21.5pp |
| Annual return | 19.55% | 19.71%-0.2pp | 176.28%-156.7pp | 27571.02%-27551.5pp |
| Employer contribution / active EE | $1,545 | $2,633-41.3% | $3,679-58.0% | $2,032-24.0% |
| Participant deferral / active EE | $6,740 | $2,828+138.4% | $3,897+73.0% | $3,224+109.1% |
| Admin fee / account holder | $14 | $145-90.6% | $5,194-99.7% | $110-87.7% |