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 7-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 | $3,556 |
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 | $103,646 | $56,629+83.0% | $77,999+32.9% | $55,167+87.9% |
| Participation rate | 99.1% | 73.3%+25.8pp | 75.5%+23.6pp | 69.0%+30.1pp |
| Annual return | 9.27% | 2866.98%-2857.7pp | 425.96%-416.7pp | 169.23%-160.0pp |
| Employer contribution / active EE | $5,351 | $1,723+210.6% | $2,470+116.6% | $1,963+172.7% |
| Participant deferral / active EE | $9,133 | $2,777+228.9% | $3,497+161.2% | $3,054+199.0% |
| Admin fee / account holder | $29 | $467-93.7% | $5,480-99.5% | $504-94.2% |