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 | $11,230 |
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 | $85,041 | $78,781+7.9% | $100,516-15.4% | $73,409+15.8% |
| Participation rate | 86.7% | 80.0%+6.7pp | 79.4%+7.3pp | 72.2%+14.5pp |
| Annual return | 21.52% | 31.69%-10.2pp | 30.89%-9.4pp | 59.29%-37.8pp |
| Employer contribution / active EE | $3,457 | $2,420+42.9% | $3,418+1.1% | $2,234+54.8% |
| Participant deferral / active EE | $9,167 | $6,537+40.2% | $6,270+46.2% | $3,805+140.9% |
| Admin fee / account holder | $32 | $145-77.9% | $8,081-99.6% | $158-79.6% |