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 | $3,663 |
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 | $145,637 | $63,299+130.1% | $91,001+60.0% | $62,292+133.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 14.35% | 20.99%-6.6pp | 4.60%+9.8pp | 28.90%-14.5pp |
| Employer contribution / active EE | $10,022 | $1,807+454.7% | $2,456+308.1% | $2,042+390.8% |
| Participant deferral / active EE | $9,046 | $2,943+207.4% | $3,547+155.0% | $3,169+185.4% |
| Admin fee / account holder | $23 | $468-95.0% | $5,417-99.6% | $479-95.1% |