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 7-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 | $26,555 |
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 | $224,947 | $65,185+245.1% | $61,048+268.5% | $65,185+245.1% |
| Participation rate | 98.0% | 70.2%+27.8pp | 79.3%+18.7pp | 70.2%+27.8pp |
| Annual return | 24.51% | 29.38%-4.9pp | 26.18%-1.7pp | 29.38%-4.9pp |
| Employer contribution / active EE | $8,238 | $2,177+278.5% | $3,716+121.7% | $2,177+278.5% |
| Participant deferral / active EE | $12,340 | $3,514+251.2% | $4,470+176.0% | $3,514+251.2% |
| Admin fee / account holder | $131 | $847-84.6% | $3,728-96.5% | $847-84.6% |