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 | $4,600 |
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 | $155,866 | $65,820+136.8% | $108,745+43.3% | $57,658+170.3% |
| Participation rate | 85.3% | 72.7%+12.6pp | 77.7%+7.6pp | 70.2%+15.0pp |
| Annual return | 8.91% | 21.32%-12.4pp | 46.22%-37.3pp | 5.13%+3.8pp |
| Employer contribution / active EE | $2,356 | $2,285+3.1% | $3,323-29.1% | $1,974+19.4% |
| Participant deferral / active EE | $8,135 | $3,578+127.4% | $5,121+58.8% | $3,061+165.8% |
| Admin fee / account holder | $11 | $91-87.8% | $6,144-99.8% | $95-88.3% |