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 | $33,583 |
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 | $161,258 | $81,474+97.9% | $133,956+20.4% | $73,488+119.4% |
| Participation rate | 94.3% | 76.4%+17.9pp | 79.8%+14.4pp | 70.7%+23.6pp |
| Annual return | 14.59% | 19.40%-4.8pp | 45.09%-30.5pp | 28.51%-13.9pp |
| Employer contribution / active EE | $6,025 | $2,209+172.7% | $3,919+53.8% | $2,270+165.4% |
| Participant deferral / active EE | $8,548 | $3,786+125.8% | $5,048+69.4% | $3,740+128.6% |
| Admin fee / account holder | $217 | $713-69.6% | $8,927-97.6% | $513-57.8% |