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 6-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 35-0145825 | Loan Processing | $120,991 |
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 | $69,658 | $69,159+0.7% | $125,175-44.4% | $67,579+3.1% |
| Participation rate | 99.2% | 78.2%+21.0pp | 79.8%+19.4pp | 71.3%+27.9pp |
| Annual return | 22.44% | 27.12%-4.7pp | 43.79%-21.4pp | 378.56%-356.1pp |
| Employer contribution / active EE | $5,256 | $2,023+159.8% | $3,865+36.0% | $2,148+144.7% |
| Participant deferral / active EE | $7,033 | $3,700+90.1% | $4,937+42.5% | $3,539+98.7% |
| Admin fee / account holder | $14 | $142-90.4% | $9,702-99.9% | $142-90.5% |