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 | $28,366 |
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 | $68,311 | $53,901+26.7% | $134,143-49.1% | $73,488-7.0% |
| Participation rate | 72.5% | 62.8%+9.7pp | 72.2%+0.4pp | 70.7%+1.9pp |
| Annual return | 20.21% | 15.82%+4.4pp | 36.33%-16.1pp | 28.51%-8.3pp |
| Employer contribution / active EE | $1,829 | $1,458+25.4% | $3,704-50.6% | $2,270-19.4% |
| Participant deferral / active EE | $2,617 | $2,739-4.5% | $3,499-25.2% | $3,740-30.0% |
| Admin fee / account holder | $124 | $581-78.6% | $6,684-98.1% | $513-75.8% |