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 | $10,996 |
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 | $73,807 | $58,726+25.7% | $92,233-20.0% | $62,292+18.5% |
| Participation rate | 88.0% | 68.3%+19.6pp | 76.5%+11.5pp | 69.5%+18.5pp |
| Annual return | 16.40% | 43.62%-27.2pp | 176.28%-159.9pp | 28.90%-12.5pp |
| Employer contribution / active EE | $1,679 | $2,392-29.8% | $3,679-54.4% | $2,042-17.8% |
| Participant deferral / active EE | $4,129 | $2,766+49.3% | $3,897+6.0% | $3,169+30.3% |
| Admin fee / account holder | $85 | $556-84.8% | $5,194-98.4% | $479-82.3% |