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 | $1,074 |
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 | $99,929 | $71,192+40.4% | $117,854-15.2% | $62,292+60.4% |
| Participation rate | 73.5% | 74.2%-0.7pp | 79.7%-6.2pp | 69.5%+4.0pp |
| Annual return | 17.46% | 18.66%-1.2pp | 335.08%-317.6pp | 28.90%-11.4pp |
| Employer contribution / active EE | $1,595 | $1,934-17.5% | $3,786-57.9% | $2,042-21.9% |
| Participant deferral / active EE | $2,719 | $3,189-14.7% | $4,482-39.3% | $3,169-14.2% |
| Admin fee / account holder | $7 | $587-98.8% | $8,020-99.9% | $479-98.5% |