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 8-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 | -$11,466 |
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 | $79,815 | $67,228+18.7% | $117,854-32.3% | $77,958+2.4% |
| Participation rate | 95.0% | 79.4%+15.7pp | 79.7%+15.4pp | 71.6%+23.4pp |
| Annual return | 27.25% | 19.13%+8.1pp | 335.08%-307.8pp | 20.87%+6.4pp |
| Employer contribution / active EE | $2,622 | $2,211+18.6% | $3,786-30.7% | $2,310+13.5% |
| Participant deferral / active EE | $5,011 | $3,653+37.2% | $4,482+11.8% | $3,537+41.7% |
| Admin fee / account holder | $11 | $76-85.7% | $8,020-99.9% | $97-88.9% |