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 | $2,013 |
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 | $77,325 | $57,384+34.7% | $106,387-27.3% | $56,287+37.4% |
| Participation rate | 96.4% | 71.3%+25.1pp | 77.5%+19.0pp | 69.9%+26.6pp |
| Annual return | -5.70% | 5.91%-11.6pp | 0.25%-5.9pp | -9.96%+4.3pp |
| Employer contribution / active EE | $5,310 | $2,348+126.1% | $3,520+50.9% | $2,111+151.5% |
| Participant deferral / active EE | $11,531 | $3,799+203.6% | $5,421+112.7% | $3,350+244.3% |
| Admin fee / account holder | $15 | $566-97.4% | $7,510-99.8% | $521-97.1% |