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 8-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 | $7,651 |
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 | $109,697 | $66,310+65.4% | $93,606+17.2% | $65,185+68.3% |
| Participation rate | 97.4% | 74.0%+23.4pp | 75.8%+21.6pp | 70.2%+27.2pp |
| Annual return | 25.37% | 42.58%-17.2pp | 32.76%-7.4pp | 29.38%-4.0pp |
| Employer contribution / active EE | $6,233 | $2,012+209.8% | $2,718+129.3% | $2,177+186.4% |
| Participant deferral / active EE | $9,095 | $3,342+172.1% | $4,069+123.5% | $3,514+158.8% |
| Admin fee / account holder | $27 | $6,897-99.6% | $7,888-99.7% | $847-96.9% |