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 | $3,081 |
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 | $75,280 | $58,726+28.2% | $92,233-18.4% | $62,292+20.8% |
| Participation rate | 88.4% | 68.3%+20.1pp | 76.5%+12.0pp | 69.5%+18.9pp |
| Annual return | 14.70% | 43.62%-28.9pp | 176.28%-161.6pp | 28.90%-14.2pp |
| Employer contribution / active EE | $2,821 | $2,392+17.9% | $3,679-23.3% | $2,042+38.1% |
| Participant deferral / active EE | $5,238 | $2,766+89.4% | $3,897+34.4% | $3,169+65.3% |
| Admin fee / account holder | $13 | $556-97.6% | $5,194-99.7% | $479-97.2% |