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 | $23,677 |
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 | $41,884 | $35,986+16.4% | $77,482-45.9% | $73,488-43.0% |
| Participation rate | 84.9% | 40.8%+44.1pp | 54.2%+30.7pp | 70.7%+14.2pp |
| Annual return | 17.48% | 19.26%-1.8pp | 54.79%-37.3pp | 28.51%-11.0pp |
| Employer contribution / active EE | $1,321 | $557+136.9% | $986+33.9% | $2,270-41.8% |
| Participant deferral / active EE | $4,209 | $1,198+251.4% | $1,861+126.1% | $3,740+12.5% |
| Admin fee / account holder | $146 | $466-68.8% | $2,858-94.9% | $513-71.6% |