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 | $2,288 |
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 | $78,805 | $66,310+18.8% | $93,606-15.8% | $65,185+20.9% |
| Participation rate | 99.3% | 74.0%+25.3pp | 75.8%+23.5pp | 70.2%+29.1pp |
| Annual return | 22.67% | 42.58%-19.9pp | 32.76%-10.1pp | 29.38%-6.7pp |
| Employer contribution / active EE | $2,212 | $2,012+9.9% | $2,718-18.6% | $2,177+1.6% |
| Participant deferral / active EE | $4,984 | $3,342+49.1% | $4,069+22.5% | $3,514+41.8% |
| Admin fee / account holder | $28 | $6,897-99.6% | $7,888-99.6% | $847-96.7% |