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 | $3,375 |
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 | $43,897 | $63,299-30.7% | $91,001-51.8% | $62,292-29.5% |
| Participation rate | 83.2% | 73.3%+9.9pp | 75.6%+7.6pp | 69.5%+13.7pp |
| Annual return | 20.33% | 20.99%-0.7pp | 4.60%+15.7pp | 28.90%-8.6pp |
| Employer contribution / active EE | $2,479 | $1,807+37.2% | $2,456+1.0% | $2,042+21.4% |
| Participant deferral / active EE | $4,081 | $2,943+38.7% | $3,547+15.0% | $3,169+28.8% |
| Admin fee / account holder | $41 | $468-91.3% | $5,417-99.2% | $479-91.5% |