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 | $4,326 |
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 | $96,074 | $85,202+12.8% | $172,739-44.4% | $72,985+31.6% |
| Participation rate | 89.3% | 70.1%+19.3pp | 82.6%+6.7pp | 69.5%+19.8pp |
| Annual return | 16.03% | 27.32%-11.3pp | 802.84%-786.8pp | 81.00%-65.0pp |
| Employer contribution / active EE | $1,509 | $3,324-54.6% | $5,143-70.6% | $2,440-38.1% |
| Participant deferral / active EE | $6,260 | $3,260+92.0% | $5,198+20.4% | $3,607+73.5% |
| Admin fee / account holder | $51 | $5,884-99.1% | $13,954-99.6% | $5,124-99.0% |