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 10-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 | $49,401 |
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 | $89,193 | $73,404+21.5% | $87,100+2.4% | $67,579+32.0% |
| Participation rate | 96.5% | 80.9%+15.7pp | 76.9%+19.7pp | 71.3%+25.3pp |
| Annual return | 25.30% | 48.29%-23.0pp | 28.19%-2.9pp | 378.56%-353.3pp |
| Employer contribution / active EE | $4,160 | $2,014+106.6% | $2,521+65.0% | $2,148+93.7% |
| Participant deferral / active EE | $7,750 | $3,913+98.1% | $4,049+91.4% | $3,539+119.0% |
| Admin fee / account holder | $67 | $142-52.7% | $7,497-99.1% | $142-53.0% |