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 | -$17,095 |
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 | $57,457 | $62,928-8.7% | $172,739-66.7% | $67,579-15.0% |
| Participation rate | 73.2% | 64.5%+8.8pp | 82.6%-9.4pp | 71.3%+2.0pp |
| Annual return | 20.13% | 30.36%-10.2pp | 802.84%-782.7pp | 378.56%-358.4pp |
| Employer contribution / active EE | $974 | $1,636-40.5% | $5,143-81.1% | $2,148-54.7% |
| Participant deferral / active EE | $3,231 | $2,145+50.7% | $5,198-37.8% | $3,539-8.7% |
| Admin fee / account holder | $7 | $167-95.9% | $13,954-100.0% | $142-95.2% |