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 | $2,006 |
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 | $213,321 | $64,909+228.6% | $82,313+159.2% | $62,292+242.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.60% | 21.18%-1.6pp | 25.88%-6.3pp | 28.90%-9.3pp |
| Employer contribution / active EE | $5,140 | $1,676+206.7% | $2,428+111.7% | $2,042+151.7% |
| Participant deferral / active EE | $8,773 | $3,103+182.7% | $3,706+136.7% | $3,169+176.8% |
| Admin fee / account holder | $9 | $440-98.0% | $5,608-99.8% | $479-98.2% |