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 | $2,319 |
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 | $172,655 | $79,519+117.1% | $95,952+79.9% | $73,409+135.2% |
| Participation rate | 95.8% | 81.2%+14.6pp | 77.1%+18.7pp | 72.2%+23.6pp |
| Annual return | 24.78% | 19.20%+5.6pp | 91.61%-66.8pp | 59.29%-34.5pp |
| Employer contribution / active EE | $5,464 | $2,048+166.8% | $2,541+115.0% | $2,234+144.6% |
| Participant deferral / active EE | $8,547 | $4,138+106.5% | $4,167+105.1% | $3,805+124.6% |
| Admin fee / account holder | $6 | $184-96.7% | $6,795-99.9% | $158-96.1% |