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 35-0145825 | Loan Processing | $24,997 |
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 | $66,699 | $91,190-26.9% | $178,490-62.6% | $79,858-16.5% |
| Participation rate | 71.4% | 69.2%+2.2pp | 81.9%-10.5pp | 69.6%+1.8pp |
| Annual return | 13.83% | 24.19%-10.4pp | 151.07%-137.2pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,098 | $3,256-66.3% | $5,011-78.1% | $2,471-55.6% |
| Participant deferral / active EE | $1,821 | $3,236-43.7% | $5,202-65.0% | $3,740-51.3% |
| Admin fee / account holder | $3 | $6,751-100.0% | $13,984-100.0% | $5,306-99.9% |