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 | $35,595 |
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 | $143,562 | $86,332+66.3% | $125,175+14.7% | $65,185+120.2% |
| Participation rate | 94.7% | 75.3%+19.4pp | 79.8%+15.0pp | 70.2%+24.5pp |
| Annual return | 24.11% | 27.43%-3.3pp | 43.79%-19.7pp | 29.38%-5.3pp |
| Employer contribution / active EE | $5,579 | $2,040+173.5% | $3,865+44.3% | $2,177+156.3% |
| Participant deferral / active EE | $7,615 | $3,537+115.3% | $4,937+54.3% | $3,514+116.7% |
| Admin fee / account holder | $235 | $609-61.4% | $9,702-97.6% | $847-72.3% |