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 | -$30,750 |
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 | $91,526 | $62,267+47.0% | $110,238-17.0% | $55,725+64.2% |
| Participation rate | 71.1% | 78.1%-7.0pp | 79.8%-8.7pp | 70.9%+0.3pp |
| Annual return | 3.46% | -1.07%+4.5pp | 314.74%-311.3pp | 244.93%-241.5pp |
| Employer contribution / active EE | $2,176 | $1,941+12.1% | $3,826-43.1% | $2,078+4.7% |
| Participant deferral / active EE | $5,565 | $3,516+58.3% | $4,672+19.1% | $3,356+65.8% |
| Admin fee / account holder | $12 | $121-90.4% | $8,547-99.9% | $115-90.0% |