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 | $2,619 |
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 | $111,050 | $59,186+87.6% | $76,768+44.7% | $56,287+97.3% |
| Participation rate | 98.1% | 75.2%+22.9pp | 77.0%+21.1pp | 69.9%+28.2pp |
| Annual return | 9.13% | 6.62%+2.5pp | 2.43%+6.7pp | -9.96%+19.1pp |
| Employer contribution / active EE | $716 | $1,759-59.3% | $2,485-71.2% | $2,111-66.1% |
| Participant deferral / active EE | $5,271 | $3,255+61.9% | $3,852+36.8% | $3,350+57.4% |
| Admin fee / account holder | $21 | $489-95.8% | $6,675-99.7% | $521-96.0% |