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 | $30,859 |
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 | $39,722 | $56,629-29.9% | $77,999-49.1% | $55,167-28.0% |
| Participation rate | 86.4% | 73.3%+13.1pp | 75.5%+10.9pp | 69.0%+17.4pp |
| Annual return | 6.52% | 2866.98%-2860.5pp | 425.96%-419.4pp | 169.23%-162.7pp |
| Employer contribution / active EE | $1,807 | $1,723+4.9% | $2,470-26.8% | $1,963-7.9% |
| Participant deferral / active EE | $2,581 | $2,777-7.1% | $3,497-26.2% | $3,054-15.5% |
| Admin fee / account holder | $105 | $467-77.4% | $5,480-98.1% | $504-79.1% |