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 | $5,125 |
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 | $25,755 | $80,177-67.9% | $123,892-79.2% | $57,658-55.3% |
| Participation rate | 90.3% | 74.4%+15.9pp | 81.4%+8.9pp | 70.2%+20.1pp |
| Annual return | 14.03% | 17.90%-3.9pp | 47.52%-33.5pp | 5.13%+8.9pp |
| Employer contribution / active EE | $1,327 | $2,913-54.4% | $4,617-71.3% | $1,974-32.8% |
| Participant deferral / active EE | $4,983 | $5,130-2.9% | $5,984-16.7% | $3,061+62.8% |
| Admin fee / account holder | $6 | $106-93.9% | $8,357-99.9% | $95-93.1% |