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 | $65,835 | $78,422-16.1% | $95,952-31.4% | $79,858-17.6% |
| Participation rate | 86.4% | 73.5%+12.9pp | 77.1%+9.3pp | 69.6%+16.7pp |
| Annual return | 16.17% | 19.37%-3.2pp | 91.61%-75.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $489 | $1,945-74.9% | $2,541-80.8% | $2,471-80.2% |
| Participant deferral / active EE | $4,402 | $3,440+28.0% | $4,167+5.6% | $3,740+17.7% |
| Admin fee / account holder | $14 | $5,622-99.7% | $6,795-99.8% | $5,306-99.7% |