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 | $19,474 |
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 | $104,610 | $88,042+18.8% | $138,135-24.3% | $79,858+31.0% |
| Participation rate | 91.4% | 71.4%+20.0pp | 78.7%+12.7pp | 69.6%+21.8pp |
| Annual return | 10.34% | 20.58%-10.2pp | 20.51%-10.2pp | 31.71%-21.4pp |
| Employer contribution / active EE | $5,775 | $3,103+86.1% | $5,587+3.4% | $2,471+133.7% |
| Participant deferral / active EE | $6,459 | $4,704+37.3% | $6,431+0.4% | $3,740+72.7% |
| Admin fee / account holder | $194 | $7,791-97.5% | $11,856-98.4% | $5,306-96.3% |