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 | $1,194 |
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 | $155,636 | $57,108+172.5% | $94,224+65.2% | $52,331+197.4% |
| Participation rate | 95.2% | 72.9%+22.3pp | 78.8%+16.5pp | 68.1%+27.1pp |
| Annual return | 3.54% | 1.47%+2.1pp | 10.68%-7.1pp | 4.54%-1.0pp |
| Employer contribution / active EE | $1,986 | $1,735+14.4% | $3,587-44.6% | $1,882+5.5% |
| Participant deferral / active EE | $6,628 | $3,040+118.1% | $4,320+53.4% | $3,022+119.3% |
| Admin fee / account holder | $35 | $546-93.6% | $6,269-99.4% | $592-94.0% |