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 8-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 | $14,215 |
TANNER LLC1 year Filed as: TANNER Service code 10 · EIN 20-2253063 | Accounting | $13,478 |
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 | $51,318 | $65,376-21.5% | $87,100-41.1% | $65,185-21.3% |
| Participation rate | 96.8% | 75.3%+21.4pp | 76.9%+19.9pp | 70.2%+26.6pp |
| Annual return | 22.49% | 31.27%-8.8pp | 28.19%-5.7pp | 29.38%-6.9pp |
| Employer contribution / active EE | $2,228 | $1,822+22.2% | $2,521-11.6% | $2,177+2.3% |
| Participant deferral / active EE | $6,079 | $3,388+79.4% | $4,049+50.2% | $3,514+73.0% |
| Admin fee / account holder | $187 | $520-64.0% | $7,497-97.5% | $847-77.9% |