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 | $8,397 |
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 | $112,125 | $88,122+27.2% | $141,162-20.6% | $67,579+65.9% |
| Participation rate | 89.9% | 76.5%+13.4pp | 82.5%+7.4pp | 71.3%+18.6pp |
| Annual return | 27.86% | 75.40%-47.5pp | 71.39%-43.5pp | 378.56%-350.7pp |
| Employer contribution / active EE | $4,126 | $3,224+28.0% | $4,735-12.9% | $2,148+92.1% |
| Participant deferral / active EE | $12,178 | $5,958+104.4% | $6,709+81.5% | $3,539+244.1% |
| Admin fee / account holder | $23 | $131-82.6% | $10,261-99.8% | $142-84.0% |