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 | -$37,425 |
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 | $138,378 | $56,152+146.4% | $185,823-25.5% | $73,409+88.5% |
| Participation rate | 93.7% | 67.6%+26.2pp | 78.0%+15.7pp | 72.2%+21.6pp |
| Annual return | 18.26% | 17.59%+0.7pp | 35.95%-17.7pp | 59.29%-41.0pp |
| Employer contribution / active EE | $2,426 | $1,532+58.4% | $4,087-40.6% | $2,234+8.6% |
| Participant deferral / active EE | $7,513 | $3,659+105.3% | $5,632+33.4% | $3,805+97.4% |
| Admin fee / account holder | -$70 | $132-153.1% | $9,500-100.7% | $158-144.4% |