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 | $37,308 |
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 | $50,803 | $62,928-19.3% | $172,739-70.6% | $67,579-24.8% |
| Participation rate | 98.7% | 64.5%+34.2pp | 82.6%+16.0pp | 71.3%+27.4pp |
| Annual return | 22.64% | 30.36%-7.7pp | 802.84%-780.2pp | 378.56%-355.9pp |
| Employer contribution / active EE | $1,352 | $1,636-17.3% | $5,143-73.7% | $2,148-37.0% |
| Participant deferral / active EE | $5,272 | $2,145+145.8% | $5,198+1.4% | $3,539+49.0% |
| Admin fee / account holder | $109 | $167-34.7% | $13,954-99.2% | $142-23.6% |