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 | $95,072 |
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 | $119,856 | $130,084-7.9% | $138,135-13.2% | $90,288+32.7% |
| Participation rate | 97.0% | 86.0%+11.0pp | 78.7%+18.3pp | 73.4%+23.7pp |
| Annual return | 13.55% | 14.63%-1.1pp | 20.51%-7.0pp | 53.97%-40.4pp |
| Employer contribution / active EE | $4,933 | $5,865-15.9% | $5,587-11.7% | $2,524+95.4% |
| Participant deferral / active EE | $7,881 | $7,099+11.0% | $6,431+22.5% | $4,232+86.2% |
| Admin fee / account holder | $77 | $187-58.9% | $11,856-99.4% | $114-32.8% |