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 12 · EIN 48-1205033 | Participant loan processing; Direct p... | $14,097 |
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 | $23,717 | $47,977-50.6% | $154,107-84.6% | $56,287-57.9% |
| Participation rate | 75.5% | 66.2%+9.4pp | 83.0%-7.5pp | 69.9%+5.7pp |
| Annual return | -4.60% | 3.54%-8.1pp | 735.12%-739.7pp | -9.96%+5.4pp |
| Employer contribution / active EE | $919 | $2,169-57.6% | $5,298-82.7% | $2,111-56.5% |
| Participant deferral / active EE | $1,413 | $2,392-40.9% | $5,081-72.2% | $3,350-57.8% |
| Admin fee / account holder | $88 | $438-80.0% | $13,411-99.3% | $521-83.2% |