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 | $1,313 |
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 | $65,837 | $62,561+5.2% | $105,218-37.4% | $52,331+25.8% |
| Participation rate | 93.7% | 70.4%+23.3pp | 77.2%+16.4pp | 68.1%+25.6pp |
| Annual return | 2.35% | 8.71%-6.4pp | 5.33%-3.0pp | 4.54%-2.2pp |
| Employer contribution / active EE | $3,529 | $2,137+65.1% | $3,255+8.4% | $1,882+87.5% |
| Participant deferral / active EE | $9,489 | $3,355+182.8% | $4,867+95.0% | $3,022+214.0% |
| Admin fee / account holder | $11 | $198-94.6% | $6,992-99.8% | $592-98.2% |