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 | $14,261 |
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 | $223,945 | $80,753+177.3% | $136,294+64.3% | $62,292+259.5% |
| Participation rate | 95.6% | 73.5%+22.1pp | 81.9%+13.7pp | 69.5%+26.1pp |
| Annual return | 18.23% | 35.83%-17.6pp | 5155.94%-5137.7pp | 28.90%-10.7pp |
| Employer contribution / active EE | $15,301 | $2,884+430.6% | $4,695+225.9% | $2,042+649.2% |
| Participant deferral / active EE | $7,242 | $5,164+40.2% | $6,247+15.9% | $3,169+128.5% |
| Admin fee / account holder | $79 | $525-84.9% | $9,243-99.1% | $479-83.4% |