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 | $275 |
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 | $120,321 | $100,801+19.4% | $149,696-19.6% | $73,409+63.9% |
| Participation rate | 82.5% | 77.7%+4.8pp | 82.5%0pp | 72.2%+10.3pp |
| Annual return | 27.30% | 265.34%-238.0pp | 276.60%-249.3pp | 59.29%-32.0pp |
| Employer contribution / active EE | $2,916 | $3,312-11.9% | $4,644-37.2% | $2,234+30.6% |
| Participant deferral / active EE | $7,351 | $6,404+14.8% | $6,842+7.4% | $3,805+93.2% |
| Admin fee / account holder | $1 | $181-99.5% | $9,309-100.0% | $158-99.4% |