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 | $4,281 |
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 | $83,577 | $63,299+32.0% | $91,001-8.2% | $62,292+34.2% |
| Participation rate | 76.5% | 73.3%+3.2pp | 75.6%+0.9pp | 69.5%+7.0pp |
| Annual return | 17.64% | 20.99%-3.4pp | 4.60%+13.0pp | 28.90%-11.3pp |
| Employer contribution / active EE | $1,135 | $1,807-37.2% | $2,456-53.8% | $2,042-44.4% |
| Participant deferral / active EE | $2,581 | $2,943-12.3% | $3,547-27.2% | $3,169-18.6% |
| Admin fee / account holder | $39 | $468-91.8% | $5,417-99.3% | $479-92.0% |