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 | $14,295 |
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 | $148,206 | $136,307+8.7% | $177,821-16.7% | $73,488+101.7% |
| Participation rate | 94.0% | 86.1%+7.9pp | 87.7%+6.2pp | 70.7%+23.3pp |
| Annual return | 17.54% | 18.68%-1.1pp | 48.32%-30.8pp | 28.51%-11.0pp |
| Employer contribution / active EE | $3,014 | $3,712-18.8% | $5,918-49.1% | $2,270+32.8% |
| Participant deferral / active EE | $5,276 | $5,829-9.5% | $7,714-31.6% | $3,740+41.1% |
| Admin fee / account holder | $93 | $596-84.4% | $12,427-99.3% | $513-81.9% |