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 | $15,625 |
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 | $25,208 | $72,658-65.3% | $127,761-80.3% | $67,579-62.7% |
| Participation rate | 96.0% | 80.0%+16.1pp | 79.0%+17.0pp | 71.3%+24.7pp |
| Annual return | 23.53% | 26.49%-3.0pp | 26.14%-2.6pp | 378.56%-355.0pp |
| Employer contribution / active EE | $1,863 | $3,988-53.3% | $4,574-59.3% | $2,148-13.3% |
| Participant deferral / active EE | $3,058 | $5,383-43.2% | $6,021-49.2% | $3,539-13.6% |
| Admin fee / account holder | $29 | $127-77.4% | $9,395-99.7% | $142-79.8% |