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 | $1,219 |
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 | $148,637 | $88,515+67.9% | $162,163-8.3% | $67,579+119.9% |
| Participation rate | 98.7% | 86.8%+11.9pp | 87.6%+11.1pp | 71.3%+27.4pp |
| Annual return | 28.19% | 27.04%+1.1pp | 115.59%-87.4pp | 378.56%-350.4pp |
| Employer contribution / active EE | $9,619 | $3,563+170.0% | $5,614+71.4% | $2,148+347.9% |
| Participant deferral / active EE | $13,000 | $5,724+127.1% | $7,298+78.1% | $3,539+267.3% |
| Admin fee / account holder | -$15 | $124-112.0% | $10,843-100.1% | $142-110.4% |