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 | $71,007 |
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 | $56,269 | $100,801-44.2% | $149,696-62.4% | $73,409-23.3% |
| Participation rate | 95.7% | 77.7%+18.0pp | 82.5%+13.2pp | 72.2%+23.5pp |
| Annual return | 18.63% | 265.34%-246.7pp | 276.60%-258.0pp | 59.29%-40.7pp |
| Employer contribution / active EE | $1,384 | $3,312-58.2% | $4,644-70.2% | $2,234-38.0% |
| Participant deferral / active EE | $5,725 | $6,404-10.6% | $6,842-16.3% | $3,805+50.4% |
| Admin fee / account holder | $132 | $181-27.1% | $9,309-98.6% | $158-16.5% |