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 | $6,075 |
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 | $104,542 | $85,135+22.8% | $98,907+5.7% | $73,409+42.4% |
| Participation rate | 92.5% | 81.1%+11.4pp | 76.0%+16.5pp | 72.2%+20.3pp |
| Annual return | 19.10% | 19.14%0pp | 196.43%-177.3pp | 59.29%-40.2pp |
| Employer contribution / active EE | $3,376 | $2,721+24.1% | $2,689+25.5% | $2,234+51.1% |
| Participant deferral / active EE | $4,501 | $4,349+3.5% | $4,244+6.0% | $3,805+18.3% |
| Admin fee / account holder | $22 | $139-84.1% | $6,642-99.7% | $158-86.0% |