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 | $1,500 |
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 | $46,076 | $83,477-44.8% | $125,175-63.2% | $72,985-36.9% |
| Participation rate | 75.8% | 73.3%+2.5pp | 79.8%-4.0pp | 69.5%+6.3pp |
| Annual return | 18.84% | 25.78%-6.9pp | 43.79%-24.9pp | 81.00%-62.2pp |
| Employer contribution / active EE | $1,905 | $2,345-18.8% | $3,865-50.7% | $2,440-21.9% |
| Participant deferral / active EE | $2,933 | $3,585-18.2% | $4,937-40.6% | $3,607-18.7% |
| Admin fee / account holder | $21 | $5,517-99.6% | $9,702-99.8% | $5,124-99.6% |