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 | $1,225 |
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 | $31,372 | $91,552-65.7% | $133,956-76.6% | $79,858-60.7% |
| Participation rate | 81.0% | 73.3%+7.6pp | 79.8%+1.1pp | 69.6%+11.3pp |
| Annual return | 12.59% | 61.85%-49.3pp | 45.09%-32.5pp | 31.71%-19.1pp |
| Employer contribution / active EE | $2,484 | $2,384+4.2% | $3,919-36.6% | $2,471+0.5% |
| Participant deferral / active EE | $4,183 | $3,733+12.0% | $5,048-17.1% | $3,740+11.8% |
| Admin fee / account holder | $19 | $6,321-99.7% | $8,927-99.8% | $5,306-99.6% |