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 | $1,313 |
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 | $27,826 | $58,083-52.1% | $80,019-65.2% | $56,287-50.6% |
| Participation rate | 84.5% | 73.6%+10.9pp | 75.8%+8.7pp | 69.9%+14.7pp |
| Annual return | -2.40% | 34.61%-37.0pp | 11.22%-13.6pp | -9.96%+7.6pp |
| Employer contribution / active EE | $1,733 | $1,932-10.3% | $2,468-29.8% | $2,111-17.9% |
| Participant deferral / active EE | $4,316 | $3,135+37.7% | $3,686+17.1% | $3,350+28.9% |
| Admin fee / account holder | $31 | $623-95.0% | $6,521-99.5% | $521-94.0% |