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 | $1,366 |
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 | $105,578 | $61,214+72.5% | $83,333+26.7% | $56,287+87.6% |
| Participation rate | 97.4% | 72.6%+24.8pp | 77.8%+19.6pp | 69.9%+27.6pp |
| Annual return | -5.00% | 0.42%-5.4pp | 10.63%-15.6pp | -9.96%+5.0pp |
| Employer contribution / active EE | $1,759 | $1,925-8.6% | $3,379-47.9% | $2,111-16.7% |
| Participant deferral / active EE | $3,815 | $5,091-25.1% | $5,565-31.5% | $3,350+13.9% |
| Admin fee / account holder | $16 | $512-96.8% | $7,510-99.8% | $521-96.9% |