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 | $17,680 |
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 | $59,255 | $88,646-33.2% | $90,223-34.3% | $59,188+0.1% |
| Participation rate | 90.1% | 84.8%+5.3pp | 79.0%+11.0pp | 69.4%+20.7pp |
| Annual return | 11.34% | 11.82%-0.5pp | 1.31%+10.0pp | 5.51%+5.8pp |
| Employer contribution / active EE | $5,926 | $5,463+8.5% | $4,378+35.3% | $2,098+182.4% |
| Participant deferral / active EE | $5,086 | $6,586-22.8% | $5,792-12.2% | $3,265+55.8% |
| Admin fee / account holder | $13 | $63-78.7% | $7,406-99.8% | $92-85.5% |