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 | $1,806 |
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 | $227,365 | $109,359+107.9% | $162,163+40.2% | $72,985+211.5% |
| Participation rate | 89.3% | 84.3%+5.1pp | 87.6%+1.8pp | 69.5%+19.8pp |
| Annual return | 25.15% | 25.46%-0.3pp | 115.59%-90.4pp | 81.00%-55.9pp |
| Employer contribution / active EE | $2,911 | $3,907-25.5% | $5,614-48.1% | $2,440+19.3% |
| Participant deferral / active EE | $8,455 | $5,481+54.3% | $7,298+15.9% | $3,607+134.4% |
| Admin fee / account holder | $26 | $7,972-99.7% | $10,843-99.8% | $5,124-99.5% |