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 | $1,163 |
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 | $208,161 | $65,376+218.4% | $87,100+139.0% | $65,185+219.3% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 23.23% | 31.27%-8.0pp | 28.19%-5.0pp | 29.38%-6.2pp |
| Employer contribution / active EE | $4,646 | $1,822+154.9% | $2,521+84.3% | $2,177+113.4% |
| Participant deferral / active EE | $10,508 | $3,388+210.1% | $4,049+159.5% | $3,514+199.0% |
| Admin fee / account holder | $13 | $520-97.5% | $7,497-99.8% | $847-98.5% |