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 | $2,196 |
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 | $51,092 | $80,753-36.7% | $136,294-62.5% | $62,292-18.0% |
| Participation rate | 89.2% | 73.5%+15.7pp | 81.9%+7.3pp | 69.5%+19.7pp |
| Annual return | 22.59% | 35.83%-13.2pp | 5155.94%-5133.4pp | 28.90%-6.3pp |
| Employer contribution / active EE | $3,163 | $2,884+9.7% | $4,695-32.6% | $2,042+54.9% |
| Participant deferral / active EE | $6,575 | $5,164+27.3% | $6,247+5.3% | $3,169+107.5% |
| Admin fee / account holder | $8 | $525-98.4% | $9,243-99.9% | $479-98.2% |