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 | $1,250 |
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 | $207,196 | $73,638+181.4% | $95,952+115.9% | $73,488+181.9% |
| Participation rate | 79.4% | 76.2%+3.3pp | 77.1%+2.4pp | 70.7%+8.8pp |
| Annual return | 17.22% | 16.78%+0.4pp | 91.61%-74.4pp | 28.51%-11.3pp |
| Employer contribution / active EE | $3,490 | $1,863+87.3% | $2,541+37.4% | $2,270+53.8% |
| Participant deferral / active EE | $8,316 | $3,617+129.9% | $4,167+99.6% | $3,740+122.4% |
| Admin fee / account holder | $10 | $482-97.9% | $6,795-99.9% | $513-98.0% |