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 7-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 | $16,210 |
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 | $97,012 | $94,621+2.5% | $138,135-29.8% | $73,409+32.2% |
| Participation rate | 85.0% | 83.4%+1.5pp | 78.7%+6.3pp | 72.2%+12.8pp |
| Annual return | 24.52% | 16.57%+7.9pp | 20.51%+4.0pp | 59.29%-34.8pp |
| Employer contribution / active EE | $3,612 | $4,410-18.1% | $5,587-35.3% | $2,234+61.7% |
| Participant deferral / active EE | $9,411 | $6,199+51.8% | $6,431+46.3% | $3,805+147.3% |
| Admin fee / account holder | $18 | $140-86.9% | $11,856-99.8% | $158-88.3% |