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 | $9,727 |
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 | $137,191 | $155,795-11.9% | $136,294+0.7% | $69,631+97.0% |
| Participation rate | 95.7% | 75.2%+20.4pp | 81.9%+13.7pp | 70.7%+25.0pp |
| Annual return | 20.63% | 232464.33%-232443.7pp | 5155.94%-5135.3pp | 27571.02%-27550.4pp |
| Employer contribution / active EE | $3,730 | $2,991+24.7% | $4,695-20.6% | $2,032+83.5% |
| Participant deferral / active EE | $7,550 | $5,394+40.0% | $6,247+20.9% | $3,224+134.2% |
| Admin fee / account holder | $33 | $128-74.3% | $9,243-99.6% | $110-70.2% |