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 | $8,150 |
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 | $77,682 | $63,299+22.7% | $91,001-14.6% | $62,292+24.7% |
| Participation rate | 95.8% | 73.3%+22.5pp | 75.6%+20.2pp | 69.5%+26.3pp |
| Annual return | 17.45% | 20.99%-3.5pp | 4.60%+12.8pp | 28.90%-11.5pp |
| Employer contribution / active EE | $2,507 | $1,807+38.7% | $2,456+2.1% | $2,042+22.8% |
| Participant deferral / active EE | $4,713 | $2,943+60.1% | $3,547+32.8% | $3,169+48.7% |
| Admin fee / account holder | $26 | $468-94.5% | $5,417-99.5% | $479-94.7% |