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 | $32,720 |
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 | $48,780 | $69,231-29.5% | $91,989-47.0% | $67,579-27.8% |
| Participation rate | 95.0% | 78.9%+16.0pp | 78.6%+16.3pp | 71.3%+23.7pp |
| Annual return | 23.70% | 32.03%-8.3pp | 69.02%-45.3pp | 378.56%-354.9pp |
| Employer contribution / active EE | $1,787 | $2,284-21.8% | $3,452-48.2% | $2,148-16.8% |
| Participant deferral / active EE | $3,509 | $5,854-40.1% | $5,923-40.8% | $3,539-0.9% |
| Admin fee / account holder | $46 | $107-56.7% | $7,743-99.4% | $142-67.3% |