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 | -$12,137 |
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 | $84,326 | $63,355+33.1% | $91,989-8.3% | $72,985+15.5% |
| Participation rate | 92.3% | 72.5%+19.8pp | 78.6%+13.7pp | 69.5%+22.8pp |
| Annual return | 22.86% | 35.35%-12.5pp | 69.02%-46.2pp | 81.00%-58.1pp |
| Employer contribution / active EE | $3,936 | $2,116+86.1% | $3,452+14.0% | $2,440+61.3% |
| Participant deferral / active EE | $8,587 | $4,883+75.9% | $5,923+45.0% | $3,607+138.0% |
| Admin fee / account holder | -$88 | $4,668-101.9% | $7,743-101.1% | $5,124-101.7% |