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 | $2,488 |
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 | $57,782 | $80,753-28.4% | $136,294-57.6% | $62,292-7.2% |
| Participation rate | 97.7% | 73.5%+24.2pp | 81.9%+15.8pp | 69.5%+28.2pp |
| Annual return | 17.83% | 35.83%-18.0pp | 5155.94%-5138.1pp | 28.90%-11.1pp |
| Employer contribution / active EE | $541 | $2,884-81.2% | $4,695-88.5% | $2,042-73.5% |
| Participant deferral / active EE | $4,360 | $5,164-15.6% | $6,247-30.2% | $3,169+37.6% |
| Admin fee / account holder | $16 | $525-96.9% | $9,243-99.8% | $479-96.6% |