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 | $1,888 |
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 | $122,820 | $63,299+94.0% | $91,001+35.0% | $62,292+97.2% |
| Participation rate | 78.8% | 73.3%+5.5pp | 75.6%+3.2pp | 69.5%+9.3pp |
| Annual return | 19.15% | 20.99%-1.8pp | 4.60%+14.6pp | 28.90%-9.7pp |
| Employer contribution / active EE | $1,674 | $1,807-7.4% | $2,456-31.8% | $2,042-18.0% |
| Participant deferral / active EE | $5,456 | $2,943+85.4% | $3,547+53.8% | $3,169+72.2% |
| Admin fee / account holder | $9 | $468-98.0% | $5,417-99.8% | $479-98.1% |