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 | $39,125 |
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 | $69,059 | $111,608-38.1% | $177,821-61.2% | $73,409-5.9% |
| Participation rate | 91.5% | 87.9%+3.6pp | 87.7%+3.8pp | 72.2%+19.3pp |
| Annual return | 19.32% | 18.23%+1.1pp | 48.32%-29.0pp | 59.29%-40.0pp |
| Employer contribution / active EE | $1,795 | $3,796-52.7% | $5,918-69.7% | $2,234-19.6% |
| Participant deferral / active EE | $5,821 | $6,199-6.1% | $7,714-24.5% | $3,805+53.0% |
| Admin fee / account holder | $97 | $166-41.7% | $12,427-99.2% | $158-38.8% |