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 | $18,128 |
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 | $36,591 | $63,905-42.7% | $74,183-50.7% | $57,658-36.5% |
| Participation rate | 85.0% | 79.8%+5.2pp | 76.6%+8.3pp | 70.2%+14.7pp |
| Annual return | 6.21% | 60.60%-54.4pp | 17.74%-11.5pp | 5.13%+1.1pp |
| Employer contribution / active EE | $1,607 | $1,840-12.7% | $2,370-32.2% | $1,974-18.6% |
| Participant deferral / active EE | $2,465 | $3,448-28.5% | $3,550-30.6% | $3,061-19.5% |
| Admin fee / account holder | $24 | $91-73.2% | $5,586-99.6% | $95-74.2% |