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 | $42,502 |
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 | $82,686 | $111,608-25.9% | $177,821-53.5% | $73,409+12.6% |
| Participation rate | 99.6% | 87.9%+11.8pp | 87.7%+11.9pp | 72.2%+27.5pp |
| Annual return | 15.30% | 18.23%-2.9pp | 48.32%-33.0pp | 59.29%-44.0pp |
| Employer contribution / active EE | $4,307 | $3,796+13.5% | $5,918-27.2% | $2,234+92.8% |
| Participant deferral / active EE | $4,129 | $6,199-33.4% | $7,714-46.5% | $3,805+8.5% |
| Admin fee / account holder | $66 | $166-60.1% | $12,427-99.5% | $158-58.2% |