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 | $2,215 |
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 | $75,877 | $68,408+10.9% | $57,179+32.7% | $57,658+31.6% |
| Participation rate | 95.9% | 79.1%+16.8pp | 75.3%+20.6pp | 70.2%+25.7pp |
| Annual return | 6.72% | 8.51%-1.8pp | 14.59%-7.9pp | 5.13%+1.6pp |
| Employer contribution / active EE | $3,187 | $2,869+11.1% | $2,682+18.8% | $1,974+61.5% |
| Participant deferral / active EE | $4,620 | $2,903+59.2% | $3,096+49.2% | $3,061+51.0% |
| Admin fee / account holder | $4 | $70-94.4% | $3,139-99.9% | $95-95.9% |