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 | $1,788 |
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 | $71,221 | $89,739-20.6% | $149,718-52.4% | $62,292+14.3% |
| Participation rate | 90.5% | 85.1%+5.4pp | 87.1%+3.4pp | 69.5%+21.0pp |
| Annual return | 23.04% | 21.01%+2.0pp | 1501.63%-1478.6pp | 28.90%-5.9pp |
| Employer contribution / active EE | $1,431 | $3,233-55.8% | $5,445-73.7% | $2,042-30.0% |
| Participant deferral / active EE | $4,963 | $4,797+3.4% | $6,569-24.5% | $3,169+56.6% |
| Admin fee / account holder | $47 | $551-91.5% | $11,283-99.6% | $479-90.2% |