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 | $108,081 |
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 | $46,625 | $105,190-55.7% | $98,907-52.9% | $90,288-48.4% |
| Participation rate | 82.9% | 86.4%-3.5pp | 76.0%+6.9pp | 73.4%+9.5pp |
| Annual return | 17.27% | 18.52%-1.3pp | 196.43%-179.2pp | 53.97%-36.7pp |
| Employer contribution / active EE | $1,279 | $3,831-66.6% | $2,689-52.4% | $2,524-49.3% |
| Participant deferral / active EE | $4,633 | $5,616-17.5% | $4,244+9.1% | $4,232+9.5% |
| Admin fee / account holder | $110 | $97+12.9% | $6,642-98.3% | $114-3.7% |