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 | $1,106 |
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 | $120,320 | $77,660+54.9% | $109,143+10.2% | $79,386+51.6% |
| Participation rate | 93.9% | 67.8%+26.1pp | 75.9%+18.0pp | 70.7%+23.2pp |
| Annual return | 35.97% | 23.44%+12.5pp | 25.75%+10.2pp | 116.85%-80.9pp |
| Employer contribution / active EE | $2,405 | $2,797-14.0% | $3,722-35.4% | $2,427-0.9% |
| Participant deferral / active EE | $6,235 | $3,518+77.3% | $4,653+34.0% | $4,046+54.1% |
| Admin fee / account holder | $14 | $732-98.1% | $6,752-99.8% | $626-97.8% |