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 | $31,751 |
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 | $111,302 | $66,813+66.6% | $100,516+10.7% | $73,488+51.5% |
| Participation rate | 77.9% | 77.5%+0.5pp | 79.4%-1.5pp | 70.7%+7.3pp |
| Annual return | 17.29% | 25.70%-8.4pp | 30.89%-13.6pp | 28.51%-11.2pp |
| Employer contribution / active EE | $5,737 | $2,147+167.2% | $3,418+67.9% | $2,270+152.7% |
| Participant deferral / active EE | $8,201 | $5,883+39.4% | $6,270+30.8% | $3,740+119.3% |
| Admin fee / account holder | $5 | $512-99.1% | $8,081-99.9% | $513-99.1% |