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 | $79,812 |
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 | $62,152 | $100,801-38.3% | $149,696-58.5% | $73,409-15.3% |
| Participation rate | 85.4% | 77.7%+7.7pp | 82.5%+3.0pp | 72.2%+13.3pp |
| Annual return | 18.53% | 265.34%-246.8pp | 276.60%-258.1pp | 59.29%-40.8pp |
| Employer contribution / active EE | $977 | $3,312-70.5% | $4,644-79.0% | $2,234-56.3% |
| Participant deferral / active EE | $6,067 | $6,404-5.3% | $6,842-11.3% | $3,805+59.4% |
| Admin fee / account holder | $124 | $181-31.5% | $9,309-98.7% | $158-21.5% |