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 | $4,151 |
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 | $120,259 | $60,165+99.9% | $74,183+62.1% | $55,167+118.0% |
| Participation rate | 91.5% | 74.2%+17.3pp | 76.6%+14.9pp | 69.0%+22.5pp |
| Annual return | 6.39% | 10.00%-3.6pp | 17.74%-11.3pp | 169.23%-162.8pp |
| Employer contribution / active EE | $3,777 | $1,600+136.1% | $2,370+59.4% | $1,963+92.5% |
| Participant deferral / active EE | $4,999 | $2,973+68.2% | $3,550+40.8% | $3,054+63.7% |
| Admin fee / account holder | $33 | $419-92.1% | $5,586-99.4% | $504-93.5% |