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 | $1,944 |
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 | $50,273 | $73,638-31.7% | $95,952-47.6% | $73,488-31.6% |
| Participation rate | 92.4% | 76.2%+16.2pp | 77.1%+15.3pp | 70.7%+21.7pp |
| Annual return | 17.08% | 16.78%+0.3pp | 91.61%-74.5pp | 28.51%-11.4pp |
| Employer contribution / active EE | $1,289 | $1,863-30.8% | $2,541-49.3% | $2,270-43.2% |
| Participant deferral / active EE | $3,525 | $3,617-2.5% | $4,167-15.4% | $3,740-5.7% |
| Admin fee / account holder | $15 | $482-96.8% | $6,795-99.8% | $513-97.0% |