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 | $1,405 |
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 | $74,943 | $61,214+22.4% | $83,333-10.1% | $56,287+33.1% |
| Participation rate | 89.7% | 72.6%+17.1pp | 77.8%+11.9pp | 69.9%+19.8pp |
| Annual return | -5.96% | 0.42%-6.4pp | 10.63%-16.6pp | -9.96%+4.0pp |
| Employer contribution / active EE | $2,628 | $1,925+36.5% | $3,379-22.2% | $2,111+24.5% |
| Participant deferral / active EE | $6,400 | $5,091+25.7% | $5,565+15.0% | $3,350+91.1% |
| Admin fee / account holder | $7 | $512-98.6% | $7,510-99.9% | $521-98.7% |