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 | $23,217 |
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 | $32,671 | $39,859-18.0% | $78,689-58.5% | $57,658-43.3% |
| Participation rate | 92.5% | 66.1%+26.4pp | 73.6%+19.0pp | 70.2%+22.3pp |
| Annual return | 7.58% | 18.96%-11.4pp | 62.18%-54.6pp | 5.13%+2.4pp |
| Employer contribution / active EE | $3,079 | $1,786+72.4% | $2,851+8.0% | $1,974+56.0% |
| Participant deferral / active EE | $2,544 | $2,248+13.1% | $3,517-27.7% | $3,061-16.9% |
| Admin fee / account holder | $37 | $76-51.6% | $4,510-99.2% | $95-61.0% |