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 | $3,280 |
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 | $159,763 | $80,753+97.8% | $136,294+17.2% | $62,292+156.5% |
| Participation rate | 92.1% | 73.5%+18.6pp | 81.9%+10.2pp | 69.5%+22.6pp |
| Annual return | 19.70% | 35.83%-16.1pp | 5155.94%-5136.2pp | 28.90%-9.2pp |
| Employer contribution / active EE | $3,962 | $2,884+37.4% | $4,695-15.6% | $2,042+94.0% |
| Participant deferral / active EE | $8,439 | $5,164+63.4% | $6,247+35.1% | $3,169+166.3% |
| Admin fee / account holder | $10 | $525-98.2% | $9,243-99.9% | $479-98.0% |