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 | -$7,974 |
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 | $220,401 | $89,739+145.6% | $149,718+47.2% | $62,292+253.8% |
| Participation rate | 99.4% | 85.1%+14.3pp | 87.1%+12.3pp | 69.5%+29.9pp |
| Annual return | 24.94% | 21.01%+3.9pp | 1501.63%-1476.7pp | 28.90%-4.0pp |
| Employer contribution / active EE | $6,392 | $3,233+97.7% | $5,445+17.4% | $2,042+213.0% |
| Participant deferral / active EE | $12,936 | $4,797+169.7% | $6,569+96.9% | $3,169+308.2% |
| Admin fee / account holder | $29 | $551-94.7% | $11,283-99.7% | $479-93.9% |