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 | $4,027 |
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 | $81,791 | $64,909+26.0% | $82,313-0.6% | $62,292+31.3% |
| Participation rate | 99.5% | 74.9%+24.7pp | 76.9%+22.6pp | 69.5%+30.0pp |
| Annual return | 19.32% | 21.18%-1.9pp | 25.88%-6.6pp | 28.90%-9.6pp |
| Employer contribution / active EE | $3,537 | $1,676+111.0% | $2,428+45.7% | $2,042+73.2% |
| Participant deferral / active EE | $7,007 | $3,103+125.8% | $3,706+89.1% | $3,169+121.1% |
| Admin fee / account holder | $15 | $440-96.6% | $5,608-99.7% | $479-96.9% |