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 | $1,795 |
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 | $72,577 | $57,108+27.1% | $94,224-23.0% | $52,331+38.7% |
| Participation rate | 82.7% | 72.9%+9.8pp | 78.8%+3.9pp | 68.1%+14.6pp |
| Annual return | 1.30% | 1.47%-0.2pp | 10.68%-9.4pp | 4.54%-3.2pp |
| Employer contribution / active EE | $2,892 | $1,735+66.6% | $3,587-19.4% | $1,882+53.7% |
| Participant deferral / active EE | $4,581 | $3,040+50.7% | $4,320+6.0% | $3,022+51.6% |
| Admin fee / account holder | $24 | $546-95.5% | $6,269-99.6% | $592-95.9% |