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 | -$16,831 |
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 | $73,902 | $69,305+6.6% | $82,313-10.2% | $69,631+6.1% |
| Participation rate | 87.9% | 80.3%+7.6pp | 76.9%+11.0pp | 70.7%+17.2pp |
| Annual return | 20.86% | 21.47%-0.6pp | 25.88%-5.0pp | 27571.02%-27550.2pp |
| Employer contribution / active EE | $1,669 | $1,887-11.5% | $2,428-31.3% | $2,032-17.9% |
| Participant deferral / active EE | $3,961 | $3,568+11.0% | $3,706+6.9% | $3,224+22.9% |
| Admin fee / account holder | $0 | $97-100.0% | $5,608-100.0% | $110-100.0% |