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 | $1,638 |
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 | $66,254 | $70,002-5.4% | $115,037-42.4% | $52,331+26.6% |
| Participation rate | 93.3% | 72.1%+21.2pp | 81.4%+11.9pp | 68.1%+25.2pp |
| Annual return | 3.02% | 4.04%-1.0pp | 26.14%-23.1pp | 4.54%-1.5pp |
| Employer contribution / active EE | $2,518 | $2,715-7.3% | $4,608-45.4% | $1,882+33.8% |
| Participant deferral / active EE | $6,884 | $4,920+39.9% | $6,026+14.2% | $3,022+127.8% |
| Admin fee / account holder | $16 | $566-97.2% | $8,175-99.8% | $592-97.3% |