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 | $1,431 |
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 | $159,514 | $71,192+124.1% | $117,854+35.3% | $62,292+156.1% |
| Participation rate | 93.1% | 74.2%+18.8pp | 79.7%+13.4pp | 69.5%+23.6pp |
| Annual return | 20.34% | 18.66%+1.7pp | 335.08%-314.7pp | 28.90%-8.6pp |
| Employer contribution / active EE | $1,952 | $1,934+0.9% | $3,786-48.5% | $2,042-4.4% |
| Participant deferral / active EE | $6,759 | $3,189+112.0% | $4,482+50.8% | $3,169+113.3% |
| Admin fee / account holder | $13 | $587-97.8% | $8,020-99.8% | $479-97.4% |