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 | $1,331 |
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 | $184,062 | $71,192+158.5% | $117,854+56.2% | $62,292+195.5% |
| Participation rate | 96.5% | 74.2%+22.3pp | 79.7%+16.8pp | 69.5%+27.0pp |
| Annual return | 16.72% | 18.66%-1.9pp | 335.08%-318.4pp | 28.90%-12.2pp |
| Employer contribution / active EE | $3,364 | $1,934+74.0% | $3,786-11.1% | $2,042+64.7% |
| Participant deferral / active EE | $8,830 | $3,189+176.9% | $4,482+97.0% | $3,169+178.6% |
| Admin fee / account holder | $11 | $587-98.2% | $8,020-99.9% | $479-97.8% |