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 | $7,400 |
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 | $71,006 | $58,726+20.9% | $92,233-23.0% | $62,292+14.0% |
| Participation rate | 99.6% | 68.3%+31.2pp | 76.5%+23.1pp | 69.5%+30.1pp |
| Annual return | 22.06% | 43.62%-21.6pp | 176.28%-154.2pp | 28.90%-6.8pp |
| Employer contribution / active EE | $3,256 | $2,392+36.1% | $3,679-11.5% | $2,042+59.4% |
| Participant deferral / active EE | $5,810 | $2,766+110.1% | $3,897+49.1% | $3,169+83.3% |
| Admin fee / account holder | $25 | $556-95.5% | $5,194-99.5% | $479-94.8% |