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 | $34,520 |
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 | $110,570 | $79,519+39.0% | $95,952+15.2% | $73,409+50.6% |
| Participation rate | 97.4% | 81.2%+16.2pp | 77.1%+20.3pp | 72.2%+25.2pp |
| Annual return | 16.63% | 19.20%-2.6pp | 91.61%-75.0pp | 59.29%-42.7pp |
| Employer contribution / active EE | $4,566 | $2,048+123.0% | $2,541+79.7% | $2,234+104.4% |
| Participant deferral / active EE | $8,257 | $4,138+99.5% | $4,167+98.1% | $3,805+117.0% |
| Admin fee / account holder | $48 | $184-74.2% | $6,795-99.3% | $158-69.9% |