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 | $31,461 |
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 | $53,520 | $100,801-46.9% | $149,696-64.2% | $73,409-27.1% |
| Participation rate | 74.3% | 77.7%-3.4pp | 82.5%-8.2pp | 72.2%+2.1pp |
| Annual return | 38.22% | 265.34%-227.1pp | 276.60%-238.4pp | 59.29%-21.1pp |
| Employer contribution / active EE | $847 | $3,312-74.4% | $4,644-81.8% | $2,234-62.1% |
| Participant deferral / active EE | $10,348 | $6,404+61.6% | $6,842+51.3% | $3,805+171.9% |
| Admin fee / account holder | $71 | $181-60.9% | $9,309-99.2% | $158-55.2% |