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 | -$8,215 |
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 | $83,658 | $78,781+6.2% | $100,516-16.8% | $73,409+14.0% |
| Participation rate | 96.5% | 80.0%+16.5pp | 79.4%+17.1pp | 72.2%+24.3pp |
| Annual return | 25.62% | 31.69%-6.1pp | 30.89%-5.3pp | 59.29%-33.7pp |
| Employer contribution / active EE | $4,724 | $2,420+95.3% | $3,418+38.2% | $2,234+111.5% |
| Participant deferral / active EE | $11,200 | $6,537+71.3% | $6,270+78.6% | $3,805+194.3% |
| Admin fee / account holder | -$23 | $145-115.5% | $8,081-100.3% | $158-114.3% |