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 | $17,499 |
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 | $103,688 | $65,223+59.0% | $80,019+29.6% | $55,725+86.1% |
| Participation rate | 81.4% | 80.6%+0.9pp | 75.8%+5.6pp | 70.9%+10.6pp |
| Annual return | -4.23% | 7.59%-11.8pp | 11.22%-15.4pp | 244.93%-249.2pp |
| Employer contribution / active EE | $2,273 | $2,544-10.6% | $2,468-7.9% | $2,078+9.4% |
| Participant deferral / active EE | $4,845 | $3,881+24.8% | $3,686+31.4% | $3,356+44.4% |
| Admin fee / account holder | $18 | $114-83.9% | $6,521-99.7% | $115-84.0% |