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 | $8,500 |
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 | $76,440 | $66,601+14.8% | $92,893-17.7% | $67,579+13.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 23.93% | 92.58%-68.6pp | 109.41%-85.5pp | 378.56%-354.6pp |
| Employer contribution / active EE | $3,490 | $2,775+25.8% | $3,653-4.4% | $2,148+62.5% |
| Participant deferral / active EE | $6,752 | $3,157+113.9% | $4,236+59.4% | $3,539+90.8% |
| Admin fee / account holder | $23 | $199-88.2% | $5,794-99.6% | $142-83.5% |