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 | $3,375 |
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 | $148,873 | $73,102+103.7% | $123,544+20.5% | $56,287+164.5% |
| Participation rate | 95.6% | 74.3%+21.3pp | 82.3%+13.3pp | 69.9%+25.7pp |
| Annual return | -4.98% | 3.01%-8.0pp | 119.20%-124.2pp | -9.96%+5.0pp |
| Employer contribution / active EE | $3,827 | $2,977+28.6% | $4,628-17.3% | $2,111+81.3% |
| Participant deferral / active EE | $8,583 | $5,423+58.3% | $6,426+33.6% | $3,350+156.2% |
| Admin fee / account holder | $10 | $554-98.1% | $9,284-99.9% | $521-98.0% |