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 | $2,706 |
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 | $79,595 | $60,165+32.3% | $74,183+7.3% | $55,167+44.3% |
| Participation rate | 92.0% | 74.2%+17.8pp | 76.6%+15.4pp | 69.0%+23.0pp |
| Annual return | 6.70% | 10.00%-3.3pp | 17.74%-11.0pp | 169.23%-162.5pp |
| Employer contribution / active EE | $2,224 | $1,600+39.0% | $2,370-6.2% | $1,963+13.3% |
| Participant deferral / active EE | $3,807 | $2,973+28.1% | $3,550+7.2% | $3,054+24.6% |
| Admin fee / account holder | $23 | $419-94.6% | $5,586-99.6% | $504-95.5% |