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 | $2,746 |
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 | $71,301 | $48,313+47.6% | $73,307-2.7% | $52,331+36.3% |
| Participation rate | 98.1% | 68.6%+29.6pp | 74.9%+23.2pp | 68.1%+30.0pp |
| Annual return | 1.36% | 3.85%-2.5pp | 5.67%-4.3pp | 4.54%-3.2pp |
| Employer contribution / active EE | $2,968 | $1,661+78.7% | $3,237-8.3% | $1,882+57.8% |
| Participant deferral / active EE | $6,946 | $4,189+65.8% | $4,991+39.2% | $3,022+129.8% |
| Admin fee / account holder | $17 | $404-95.7% | $5,637-99.7% | $592-97.1% |