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 | $1,664 |
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 | $181,573 | $81,537+122.7% | $149,718+21.3% | $69,631+160.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 20.13% | 22.79%-2.7pp | 1501.63%-1481.5pp | 27571.02%-27550.9pp |
| Employer contribution / active EE | $15,574 | $3,239+380.8% | $5,445+186.0% | $2,032+666.4% |
| Participant deferral / active EE | $9,563 | $4,994+91.5% | $6,569+45.6% | $3,224+196.7% |
| Admin fee / account holder | $4 | $107-96.2% | $11,283-100.0% | $110-96.4% |