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 | $7,450 |
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 | $28,342 | $48,064-41.0% | $78,778-64.0% | $69,631-59.3% |
| Participation rate | 95.8% | 61.6%+34.2pp | 69.2%+26.6pp | 70.7%+25.1pp |
| Annual return | 18.97% | 21.81%-2.8pp | 35.62%-16.6pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $366 | $744-50.8% | $1,986-81.6% | $2,032-82.0% |
| Participant deferral / active EE | $4,415 | $2,079+112.4% | $2,958+49.2% | $3,224+37.0% |
| Admin fee / account holder | $28 | $152-81.5% | $5,134-99.5% | $110-74.5% |