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 | $15,736 |
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 | $126,932 | $74,089+71.3% | $133,980-5.3% | $55,167+130.1% |
| Participation rate | 86.3% | 84.3%+2.0pp | 87.1%-0.8pp | 69.0%+17.3pp |
| Annual return | 12.58% | 12.11%+0.5pp | 29.30%-16.7pp | 169.23%-156.6pp |
| Employer contribution / active EE | $4,470 | $3,064+45.9% | $5,211-14.2% | $1,963+127.8% |
| Participant deferral / active EE | $10,752 | $4,678+129.8% | $6,282+71.2% | $3,054+252.0% |
| Admin fee / account holder | $62 | $458-86.4% | $9,324-99.3% | $504-87.7% |