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 | $2,211 |
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 | $91,432 | $59,535+53.6% | $90,160+1.4% | $62,292+46.8% |
| Participation rate | 98.4% | 73.0%+25.3pp | 76.9%+21.5pp | 69.5%+28.8pp |
| Annual return | 21.95% | 23.53%-1.6pp | 34.88%-12.9pp | 28.90%-6.9pp |
| Employer contribution / active EE | $3,393 | $1,826+85.9% | $3,318+2.3% | $2,042+66.2% |
| Participant deferral / active EE | $7,346 | $4,639+58.4% | $5,288+38.9% | $3,169+131.8% |
| Admin fee / account holder | $12 | $337-96.3% | $5,943-99.8% | $479-97.4% |