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 | $2,263 |
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 | $95,830 | $70,908+35.1% | $98,907-3.1% | $73,488+30.4% |
| Participation rate | 94.5% | 73.8%+20.7pp | 76.0%+18.5pp | 70.7%+23.8pp |
| Annual return | 14.59% | 34.17%-19.6pp | 196.43%-181.8pp | 28.51%-13.9pp |
| Employer contribution / active EE | $1,847 | $2,036-9.3% | $2,689-31.3% | $2,270-18.6% |
| Participant deferral / active EE | $5,320 | $3,500+52.0% | $4,244+25.3% | $3,740+42.3% |
| Admin fee / account holder | $13 | $535-97.6% | $6,642-99.8% | $513-97.5% |