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 | $34,248 |
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 | $113,202 | $70,908+59.6% | $98,907+14.5% | $73,488+54.0% |
| Participation rate | 95.9% | 73.8%+22.1pp | 76.0%+19.8pp | 70.7%+25.2pp |
| Annual return | 14.94% | 34.17%-19.2pp | 196.43%-181.5pp | 28.51%-13.6pp |
| Employer contribution / active EE | $5,264 | $2,036+158.5% | $2,689+95.8% | $2,270+131.9% |
| Participant deferral / active EE | $6,878 | $3,500+96.5% | $4,244+62.1% | $3,740+83.9% |
| Admin fee / account holder | $138 | $535-74.1% | $6,642-97.9% | $513-73.0% |