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 | $2,750 |
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 | $63,124 | $76,552-17.5% | $123,892-49.0% | $62,891+0.4% |
| Participation rate | 87.7% | 73.0%+14.7pp | 81.4%+6.3pp | 69.3%+18.4pp |
| Annual return | 7.07% | 18.68%-11.6pp | 47.52%-40.4pp | 20.14%-13.1pp |
| Employer contribution / active EE | $524 | $2,883-81.8% | $4,617-88.7% | $2,281-77.0% |
| Participant deferral / active EE | $7,296 | $4,840+50.7% | $5,984+21.9% | $3,203+127.8% |
| Admin fee / account holder | $27 | $4,826-99.4% | $8,357-99.7% | $4,296-99.4% |