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 | -$27,925 |
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 | $64,245 | $63,905+0.5% | $74,183-13.4% | $57,658+11.4% |
| Participation rate | 84.3% | 79.8%+4.5pp | 76.6%+7.7pp | 70.2%+14.1pp |
| Annual return | 22.00% | 60.60%-38.6pp | 17.74%+4.3pp | 5.13%+16.9pp |
| Employer contribution / active EE | $1,579 | $1,840-14.2% | $2,370-33.4% | $1,974-20.0% |
| Participant deferral / active EE | $3,653 | $3,448+5.9% | $3,550+2.9% | $3,061+19.3% |
| Admin fee / account holder | $0 | $91-100.0% | $5,586-100.0% | $95-100.0% |