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 | $4,075 |
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 | $159,886 | $65,376+144.6% | $87,100+83.6% | $65,185+145.3% |
| Participation rate | 96.4% | 75.3%+21.1pp | 76.9%+19.6pp | 70.2%+26.2pp |
| Annual return | 23.18% | 31.27%-8.1pp | 28.19%-5.0pp | 29.38%-6.2pp |
| Employer contribution / active EE | $2,441 | $1,822+33.9% | $2,521-3.2% | $2,177+12.1% |
| Participant deferral / active EE | $5,785 | $3,388+70.7% | $4,049+42.9% | $3,514+64.6% |
| Admin fee / account holder | $26 | $520-95.1% | $7,497-99.7% | $847-97.0% |