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 | $15,438 |
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 | $100,527 | $59,186+69.9% | $76,768+30.9% | $56,287+78.6% |
| Participation rate | 93.9% | 75.2%+18.7pp | 77.0%+16.9pp | 69.9%+24.0pp |
| Annual return | -6.15% | 6.62%-12.8pp | 2.43%-8.6pp | -9.96%+3.8pp |
| Employer contribution / active EE | $1,888 | $1,759+7.3% | $2,485-24.0% | $2,111-10.6% |
| Participant deferral / active EE | $4,297 | $3,255+32.0% | $3,852+11.6% | $3,350+28.3% |
| Admin fee / account holder | $58 | $489-88.1% | $6,675-99.1% | $521-88.8% |