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 04-2647786 | Loan Processing | $143,730 |
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 | $219,175 | $105,190+108.4% | $98,907+121.6% | $90,288+142.8% |
| Participation rate | 86.6% | 86.4%+0.2pp | 76.0%+10.5pp | 73.4%+13.2pp |
| Annual return | 25.54% | 18.52%+7.0pp | 196.43%-170.9pp | 53.97%-28.4pp |
| Employer contribution / active EE | $3,281 | $3,831-14.4% | $2,689+22.0% | $2,524+30.0% |
| Participant deferral / active EE | $7,162 | $5,616+27.5% | $4,244+68.8% | $4,232+69.2% |
| Admin fee / account holder | $74 | $97-23.7% | $6,642-98.9% | $114-34.9% |