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 | $1,863 |
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 | $77,577 | $63,299+22.6% | $91,001-14.8% | $62,292+24.5% |
| Participation rate | 98.7% | 73.3%+25.4pp | 75.6%+23.1pp | 69.5%+29.2pp |
| Annual return | 0.00% | 20.99%-21.0pp | 4.60%-4.6pp | 28.90%-28.9pp |
| Employer contribution / active EE | $2,240 | $1,807+24.0% | $2,456-8.8% | $2,042+9.7% |
| Participant deferral / active EE | $4,873 | $2,943+65.6% | $3,547+37.4% | $3,169+53.8% |
| Admin fee / account holder | $7 | $468-98.4% | $5,417-99.9% | $479-98.4% |