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 | $17,594 |
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 | $57,308 | $69,305-17.3% | $82,313-30.4% | $69,631-17.7% |
| Participation rate | 90.9% | 80.3%+10.6pp | 76.9%+14.0pp | 70.7%+20.2pp |
| Annual return | 20.38% | 21.47%-1.1pp | 25.88%-5.5pp | 27571.02%-27550.6pp |
| Employer contribution / active EE | $4,400 | $1,887+133.2% | $2,428+81.2% | $2,032+116.5% |
| Participant deferral / active EE | $5,482 | $3,568+53.6% | $3,706+47.9% | $3,224+70.1% |
| Admin fee / account holder | $32 | $97-67.0% | $5,608-99.4% | $110-70.9% |