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 | $72,059 |
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 | $37,779 | $155,795-75.8% | $136,294-72.3% | $69,631-45.7% |
| Participation rate | 82.4% | 75.2%+7.2pp | 81.9%+0.5pp | 70.7%+11.7pp |
| Annual return | 19.83% | 232464.33%-232444.5pp | 5155.94%-5136.1pp | 27571.02%-27551.2pp |
| Employer contribution / active EE | $780 | $2,991-73.9% | $4,695-83.4% | $2,032-61.6% |
| Participant deferral / active EE | $4,437 | $5,394-17.7% | $6,247-29.0% | $3,224+37.6% |
| Admin fee / account holder | $120 | $128-6.8% | $9,243-98.7% | $110+8.2% |