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 | $27,017 |
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 | $179,334 | $98,750+81.6% | $149,696+19.8% | $79,858+124.6% |
| Participation rate | 93.4% | 75.8%+17.6pp | 82.5%+10.9pp | 69.6%+23.8pp |
| Annual return | 23.98% | 27.43%-3.4pp | 276.60%-252.6pp | 31.71%-7.7pp |
| Employer contribution / active EE | $1,711 | $3,216-46.8% | $4,644-63.2% | $2,471-30.8% |
| Participant deferral / active EE | $15,481 | $5,680+172.5% | $6,842+126.3% | $3,740+313.9% |
| Admin fee / account holder | $231 | $6,053-96.2% | $9,309-97.5% | $5,306-95.6% |