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 | $2,744 |
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 | $92,378 | $66,310+39.3% | $93,606-1.3% | $65,185+41.7% |
| Participation rate | 93.6% | 74.0%+19.6pp | 75.8%+17.8pp | 70.2%+23.4pp |
| Annual return | 20.92% | 42.58%-21.7pp | 32.76%-11.8pp | 29.38%-8.5pp |
| Employer contribution / active EE | $1,746 | $2,012-13.2% | $2,718-35.7% | $2,177-19.8% |
| Participant deferral / active EE | $4,899 | $3,342+46.6% | $4,069+20.4% | $3,514+39.4% |
| Admin fee / account holder | $17 | $6,897-99.8% | $7,888-99.8% | $847-98.0% |