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 | $1,425 |
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 | $175,766 | $83,477+110.6% | $125,175+40.4% | $72,985+140.8% |
| Participation rate | 94.8% | 73.3%+21.5pp | 79.8%+15.1pp | 69.5%+25.4pp |
| Annual return | 23.30% | 25.78%-2.5pp | 43.79%-20.5pp | 81.00%-57.7pp |
| Employer contribution / active EE | $2,144 | $2,345-8.6% | $3,865-44.5% | $2,440-12.1% |
| Participant deferral / active EE | $7,621 | $3,585+112.6% | $4,937+54.4% | $3,607+111.3% |
| Admin fee / account holder | $13 | $5,517-99.8% | $9,702-99.9% | $5,124-99.8% |