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 | -$26,702 |
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 | $96,111 | $75,419+27.4% | $392,568-75.5% | $67,579+42.2% |
| Participation rate | 95.3% | 74.8%+20.4pp | 78.1%+17.2pp | 71.3%+24.0pp |
| Annual return | 161.55% | 36.70%+124.8pp | 24.42%+137.1pp | 378.56%-217.0pp |
| Employer contribution / active EE | $3,513 | $2,636+33.3% | $3,783-7.1% | $2,148+63.6% |
| Participant deferral / active EE | $7,745 | $4,347+78.2% | $5,985+29.4% | $3,539+118.8% |
| Admin fee / account holder | -$40 | $114-135.3% | $6,260-100.6% | $142-128.2% |