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 | $19,048 |
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 | $99,812 | $53,901+85.2% | $134,143-25.6% | $73,488+35.8% |
| Participation rate | 70.1% | 62.8%+7.3pp | 72.2%-2.1pp | 70.7%-0.6pp |
| Annual return | 13.73% | 15.82%-2.1pp | 36.33%-22.6pp | 28.51%-14.8pp |
| Employer contribution / active EE | $1,937 | $1,458+32.8% | $3,704-47.7% | $2,270-14.7% |
| Participant deferral / active EE | $3,439 | $2,739+25.6% | $3,499-1.7% | $3,740-8.0% |
| Admin fee / account holder | $173 | $581-70.2% | $6,684-97.4% | $513-66.2% |