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 | $3,063 |
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 | $65,105 | $63,299+2.9% | $91,001-28.5% | $62,292+4.5% |
| Participation rate | 86.6% | 73.3%+13.3pp | 75.6%+11.0pp | 69.5%+17.1pp |
| Annual return | 18.66% | 20.99%-2.3pp | 4.60%+14.1pp | 28.90%-10.2pp |
| Employer contribution / active EE | $535 | $1,807-70.4% | $2,456-78.2% | $2,042-73.8% |
| Participant deferral / active EE | $2,725 | $2,943-7.4% | $3,547-23.2% | $3,169-14.0% |
| Admin fee / account holder | $10 | $468-97.9% | $5,417-99.8% | $479-98.0% |