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 | $39,722 |
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 | $46,151 | $65,592-29.6% | $90,160-48.8% | $69,631-33.7% |
| Participation rate | 96.9% | 77.6%+19.3pp | 76.9%+20.0pp | 70.7%+26.2pp |
| Annual return | 19.62% | 57.10%-37.5pp | 34.88%-15.3pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $1,655 | $2,193-24.5% | $3,318-50.1% | $2,032-18.6% |
| Participant deferral / active EE | $2,950 | $5,257-43.9% | $5,288-44.2% | $3,224-8.5% |
| Admin fee / account holder | $63 | $86-26.5% | $5,943-98.9% | $110-43.0% |