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 | $2,675 |
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 | $32,297 | $86,332-62.6% | $125,175-74.2% | $65,185-50.5% |
| Participation rate | 92.3% | 75.3%+17.0pp | 79.8%+12.5pp | 70.2%+22.1pp |
| Annual return | 29.95% | 27.43%+2.5pp | 43.79%-13.8pp | 29.38%+0.6pp |
| Employer contribution / active EE | $1,582 | $2,040-22.5% | $3,865-59.1% | $2,177-27.3% |
| Participant deferral / active EE | $3,182 | $3,537-10.0% | $4,937-35.5% | $3,514-9.4% |
| Admin fee / account holder | $34 | $609-94.4% | $9,702-99.6% | $847-95.9% |