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 | -$45,988 |
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 | $126,048 | $50,498+149.6% | $75,781+66.3% | $55,191+128.4% |
| Participation rate | 88.3% | 69.4%+18.9pp | 75.8%+12.5pp | 69.2%+19.2pp |
| Annual return | 1.30% | 1.80%-0.5pp | 9.68%-8.4pp | 10.78%-9.5pp |
| Employer contribution / active EE | $2,114 | $2,291-7.7% | $3,323-36.4% | $1,899+11.3% |
| Participant deferral / active EE | $7,680 | $2,589+196.6% | $3,651+110.3% | $3,046+152.1% |
| Admin fee / account holder | $8 | $123-93.8% | $5,299-99.9% | $91-91.6% |