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 | $3,375 |
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 | $75,629 | $58,083+30.2% | $80,019-5.5% | $56,287+34.4% |
| Participation rate | 93.6% | 73.6%+20.0pp | 75.8%+17.8pp | 69.9%+23.8pp |
| Annual return | -5.39% | 34.61%-40.0pp | 11.22%-16.6pp | -9.96%+4.6pp |
| Employer contribution / active EE | $1,591 | $1,932-17.7% | $2,468-35.5% | $2,111-24.6% |
| Participant deferral / active EE | $4,628 | $3,135+47.6% | $3,686+25.6% | $3,350+38.2% |
| Admin fee / account holder | $20 | $623-96.7% | $6,521-99.7% | $521-96.1% |