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 | $119,585 |
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 | $99,489 | $176,491-43.6% | $95,952+3.7% | $90,288+10.2% |
| Participation rate | 96.7% | 86.6%+10.1pp | 77.1%+19.6pp | 73.4%+23.4pp |
| Annual return | 15.88% | 20.14%-4.3pp | 91.61%-75.7pp | 53.97%-38.1pp |
| Employer contribution / active EE | $4,807 | $2,789+72.4% | $2,541+89.2% | $2,524+90.4% |
| Participant deferral / active EE | $6,484 | $5,340+21.4% | $4,167+55.6% | $4,232+53.2% |
| Admin fee / account holder | $39 | $154-74.9% | $6,795-99.4% | $114-66.1% |