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 | $1,488 |
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 | $80,100 | $63,924+25.3% | $108,579-26.2% | $55,167+45.2% |
| Participation rate | 74.5% | 74.3%+0.2pp | 79.6%-5.0pp | 69.0%+5.5pp |
| Annual return | 8.62% | 15.31%-6.7pp | -51.70%+60.3pp | 169.23%-160.6pp |
| Employer contribution / active EE | $1,504 | $1,879-20.0% | $3,758-60.0% | $1,963-23.4% |
| Participant deferral / active EE | $2,556 | $3,067-16.6% | $4,311-40.7% | $3,054-16.3% |
| Admin fee / account holder | $11 | $618-98.3% | $7,645-99.9% | $504-97.9% |