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 | -$2,639 |
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 | $130,831 | $136,307-4.0% | $177,821-26.4% | $73,488+78.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 23.26% | 18.68%+4.6pp | 48.32%-25.1pp | 28.51%-5.2pp |
| Employer contribution / active EE | $5,003 | $3,712+34.8% | $5,918-15.5% | $2,270+120.4% |
| Participant deferral / active EE | $4,081 | $5,829-30.0% | $7,714-47.1% | $3,740+9.1% |
| Admin fee / account holder | $1 | $596-99.8% | $12,427-100.0% | $513-99.8% |