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 | $25,256 |
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 | $39,344 | $80,753-51.3% | $136,294-71.1% | $62,292-36.8% |
| Participation rate | 79.1% | 73.5%+5.5pp | 81.9%-2.9pp | 69.5%+9.6pp |
| Annual return | 28.07% | 35.83%-7.8pp | 5155.94%-5127.9pp | 28.90%-0.8pp |
| Employer contribution / active EE | $2,959 | $2,884+2.6% | $4,695-37.0% | $2,042+44.9% |
| Participant deferral / active EE | $6,381 | $5,164+23.6% | $6,247+2.1% | $3,169+101.4% |
| Admin fee / account holder | $87 | $525-83.4% | $9,243-99.1% | $479-81.8% |