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 | $29,266 |
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 | $73,729 | $78,781-6.4% | $100,516-26.6% | $73,409+0.4% |
| Participation rate | 97.0% | 80.0%+16.9pp | 79.4%+17.6pp | 72.2%+24.8pp |
| Annual return | 56.86% | 31.69%+25.2pp | 30.89%+26.0pp | 59.29%-2.4pp |
| Employer contribution / active EE | $2,101 | $2,420-13.1% | $3,418-38.5% | $2,234-5.9% |
| Participant deferral / active EE | $3,979 | $6,537-39.1% | $6,270-36.5% | $3,805+4.6% |
| Admin fee / account holder | $42 | $145-71.4% | $8,081-99.5% | $158-73.7% |