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 3-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 | $9,328 |
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 | $50,654 | $72,448-30.1% | $118,746-57.3% | $69,631-27.3% |
| Participation rate | 78.1% | 79.7%-1.6pp | 78.3%-0.2pp | 70.7%+7.4pp |
| Annual return | 29.39% | 19.06%+10.3pp | 24.54%+4.9pp | 27571.02%-27541.6pp |
| Employer contribution / active EE | $4,413 | $3,771+17.0% | $4,193+5.3% | $2,032+117.2% |
| Participant deferral / active EE | $8,276 | $4,943+67.4% | $5,332+55.2% | $3,224+156.7% |
| Admin fee / account holder | $14 | $99-85.6% | $10,720-99.9% | $110-87.1% |