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 | $275 |
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 | $107,187 | $73,102+46.6% | $123,544-13.2% | $56,287+90.4% |
| Participation rate | 86.6% | 74.3%+12.3pp | 82.3%+4.3pp | 69.9%+16.7pp |
| Annual return | -3.30% | 3.01%-6.3pp | 119.20%-122.5pp | -9.96%+6.7pp |
| Employer contribution / active EE | $1,117 | $2,977-62.5% | $4,628-75.9% | $2,111-47.1% |
| Participant deferral / active EE | $8,205 | $5,423+51.3% | $6,426+27.7% | $3,350+145.0% |
| Admin fee / account holder | $1 | $554-99.8% | $9,284-100.0% | $521-99.8% |