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 | -$15,179 |
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 | $95,674 | $63,905+49.7% | $74,183+29.0% | $57,658+65.9% |
| Participation rate | 81.6% | 79.8%+1.9pp | 76.6%+5.0pp | 70.2%+11.4pp |
| Annual return | 9.76% | 60.60%-50.8pp | 17.74%-8.0pp | 5.13%+4.6pp |
| Employer contribution / active EE | $1,377 | $1,840-25.2% | $2,370-41.9% | $1,974-30.3% |
| Participant deferral / active EE | $8,100 | $3,448+134.9% | $3,550+128.2% | $3,061+164.7% |
| Admin fee / account holder | -$16 | $91-117.4% | $5,586-100.3% | $95-116.7% |