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 | $6,899 |
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 | $164,984 | $73,102+125.7% | $123,544+33.5% | $56,287+193.1% |
| Participation rate | 94.9% | 74.3%+20.6pp | 82.3%+12.6pp | 69.9%+25.0pp |
| Annual return | -3.59% | 3.01%-6.6pp | 119.20%-122.8pp | -9.96%+6.4pp |
| Employer contribution / active EE | $6,198 | $2,977+108.2% | $4,628+33.9% | $2,111+193.6% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $20 | $554-96.4% | $9,284-99.8% | $521-96.1% |