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 | $3,600 |
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 | $72,488 | $63,299+14.5% | $91,001-20.3% | $62,292+16.4% |
| Participation rate | 92.2% | 73.3%+18.9pp | 75.6%+16.6pp | 69.5%+22.7pp |
| Annual return | 17.00% | 20.99%-4.0pp | 4.60%+12.4pp | 28.90%-11.9pp |
| Employer contribution / active EE | $1,490 | $1,807-17.5% | $2,456-39.3% | $2,042-27.1% |
| Participant deferral / active EE | $3,935 | $2,943+33.7% | $3,547+10.9% | $3,169+24.2% |
| Admin fee / account holder | $44 | $468-90.6% | $5,417-99.2% | $479-90.8% |