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 | -$4,550 |
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 | $69,047 | $69,231-0.3% | $91,989-24.9% | $67,579+2.2% |
| Participation rate | 94.9% | 78.9%+16.0pp | 78.6%+16.3pp | 71.3%+23.6pp |
| Annual return | 29.62% | 32.03%-2.4pp | 69.02%-39.4pp | 378.56%-348.9pp |
| Employer contribution / active EE | $4,415 | $2,284+93.3% | $3,452+27.9% | $2,148+105.6% |
| Participant deferral / active EE | $10,500 | $5,854+79.4% | $5,923+77.3% | $3,539+196.7% |
| Admin fee / account holder | -$14 | $107-113.3% | $7,743-100.2% | $142-110.1% |