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 | $5,213 |
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 | $57,197 | $99,957-42.8% | $149,696-61.8% | $73,488-22.2% |
| Participation rate | 93.4% | 75.7%+17.7pp | 82.5%+10.9pp | 70.7%+22.7pp |
| Annual return | 18.76% | 53.87%-35.1pp | 276.60%-257.8pp | 28.51%-9.8pp |
| Employer contribution / active EE | $826 | $3,191-74.1% | $4,644-82.2% | $2,270-63.6% |
| Participant deferral / active EE | $7,170 | $6,073+18.1% | $6,842+4.8% | $3,740+91.7% |
| Admin fee / account holder | $27 | $551-95.1% | $9,309-99.7% | $513-94.7% |