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 | $4,294 |
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 | $48,308 | $89,652-46.1% | $141,162-65.8% | $65,185-25.9% |
| Participation rate | 78.7% | 74.7%+4.0pp | 82.5%-3.8pp | 70.2%+8.5pp |
| Annual return | 26.86% | 32.79%-5.9pp | 71.39%-44.5pp | 29.38%-2.5pp |
| Employer contribution / active EE | $5,417 | $3,065+76.8% | $4,735+14.4% | $2,177+148.9% |
| Participant deferral / active EE | $8,163 | $5,691+43.4% | $6,709+21.7% | $3,514+132.3% |
| Admin fee / account holder | $19 | $569-96.6% | $10,261-99.8% | $847-97.7% |