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 9-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 | $2,125 |
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 | $65,519 | $155,795-57.9% | $136,294-51.9% | $69,631-5.9% |
| Participation rate | 87.2% | 75.2%+12.0pp | 81.9%+5.3pp | 70.7%+16.5pp |
| Annual return | 20.78% | 232464.33%-232443.6pp | 5155.94%-5135.2pp | 27571.02%-27550.2pp |
| Employer contribution / active EE | $4,214 | $2,991+40.9% | $4,695-10.3% | $2,032+107.4% |
| Participant deferral / active EE | $8,435 | $5,394+56.4% | $6,247+35.0% | $3,224+161.7% |
| Admin fee / account holder | $6 | $128-95.3% | $9,243-99.9% | $110-94.5% |