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 | $3,730 |
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 | $82,702 | $59,535+38.9% | $90,160-8.3% | $62,292+32.8% |
| Participation rate | 88.6% | 73.0%+15.5pp | 76.9%+11.7pp | 69.5%+19.1pp |
| Annual return | 19.26% | 23.53%-4.3pp | 34.88%-15.6pp | 28.90%-9.6pp |
| Employer contribution / active EE | $1,362 | $1,826-25.4% | $3,318-58.9% | $2,042-33.3% |
| Participant deferral / active EE | $4,459 | $4,639-3.9% | $5,288-15.7% | $3,169+40.7% |
| Admin fee / account holder | $16 | $337-95.1% | $5,943-99.7% | $479-96.6% |