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 | $11,004 |
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 | $72,472 | $63,114+14.8% | $92,893-22.0% | $65,185+11.2% |
| Participation rate | 94.6% | 68.8%+25.8pp | 76.0%+18.6pp | 70.2%+24.4pp |
| Annual return | 21.07% | 28.75%-7.7pp | 109.41%-88.3pp | 29.38%-8.3pp |
| Employer contribution / active EE | $4,329 | $2,571+68.4% | $3,653+18.5% | $2,177+98.9% |
| Participant deferral / active EE | $5,238 | $3,108+68.5% | $4,236+23.7% | $3,514+49.1% |
| Admin fee / account holder | $58 | $624-90.7% | $5,794-99.0% | $847-93.1% |