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 | $3,563 |
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 | $119,224 | $63,299+88.4% | $91,001+31.0% | $62,292+91.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 16.89% | 20.99%-4.1pp | 4.60%+12.3pp | 28.90%-12.0pp |
| Employer contribution / active EE | $5,665 | $1,807+213.5% | $2,456+130.7% | $2,042+177.4% |
| Participant deferral / active EE | $9,908 | $2,943+236.7% | $3,547+179.3% | $3,169+212.6% |
| Admin fee / account holder | $30 | $468-93.5% | $5,417-99.4% | $479-93.7% |