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 | $1,094 |
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 | $72,147 | $54,320+32.8% | $67,652+6.6% | $52,331+37.9% |
| Participation rate | 78.8% | 73.6%+5.2pp | 75.7%+3.1pp | 68.1%+10.7pp |
| Annual return | 5.22% | 6.81%-1.6pp | 6625.04%-6619.8pp | 4.54%+0.7pp |
| Employer contribution / active EE | $1,988 | $1,544+28.8% | $2,266-12.3% | $1,882+5.6% |
| Participant deferral / active EE | $5,253 | $2,950+78.0% | $3,560+47.6% | $3,022+73.8% |
| Admin fee / account holder | $6 | $527-98.8% | $4,821-99.9% | $592-99.0% |