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 | $2,896 |
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 | $79,702 | $54,320+46.7% | $67,652+17.8% | $52,331+52.3% |
| Participation rate | 95.4% | 73.6%+21.8pp | 75.7%+19.7pp | 68.1%+27.3pp |
| Annual return | 2.45% | 6.81%-4.4pp | 6625.04%-6622.6pp | 4.54%-2.1pp |
| Employer contribution / active EE | $1,785 | $1,544+15.6% | $2,266-21.2% | $1,882-5.1% |
| Participant deferral / active EE | $4,420 | $2,950+49.8% | $3,560+24.2% | $3,022+46.3% |
| Admin fee / account holder | $31 | $527-94.0% | $4,821-99.3% | $592-94.7% |