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 6-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 | $2,615 |
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 | $50,567 | $57,921-12.7% | $84,750-40.3% | $57,658-12.3% |
| Participation rate | 78.3% | 72.9%+5.4pp | 76.6%+1.7pp | 70.2%+8.1pp |
| Annual return | 9.72% | 10.24%-0.5pp | 22.78%-13.1pp | 5.13%+4.6pp |
| Employer contribution / active EE | $4,155 | $2,598+59.9% | $3,574+16.2% | $1,974+110.5% |
| Participant deferral / active EE | $5,031 | $2,742+83.5% | $3,712+35.5% | $3,061+64.4% |
| Admin fee / account holder | $11 | $130-91.2% | $5,332-99.8% | $95-87.9% |