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 | $45,502 |
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 | $74,850 | $88,515-15.4% | $162,163-53.8% | $67,579+10.8% |
| Participation rate | 98.9% | 86.8%+12.1pp | 87.6%+11.3pp | 71.3%+27.6pp |
| Annual return | 21.42% | 27.04%-5.6pp | 115.59%-94.2pp | 378.56%-357.1pp |
| Employer contribution / active EE | $4,258 | $3,563+19.5% | $5,614-24.1% | $2,148+98.3% |
| Participant deferral / active EE | $4,191 | $5,724-26.8% | $7,298-42.6% | $3,539+18.4% |
| Admin fee / account holder | $72 | $124-41.7% | $10,843-99.3% | $142-49.3% |