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 | $2,425 |
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 | $53,027 | $63,156-16.0% | $122,332-56.7% | $62,292-14.9% |
| Participation rate | 70.6% | 60.0%+10.6pp | 71.6%-1.0pp | 69.5%+1.1pp |
| Annual return | 19.37% | 20.61%-1.2pp | 30.27%-10.9pp | 28.90%-9.5pp |
| Employer contribution / active EE | $1,290 | $1,385-6.9% | $4,050-68.2% | $2,042-36.9% |
| Participant deferral / active EE | $2,192 | $2,321-5.5% | $3,287-33.3% | $3,169-30.8% |
| Admin fee / account holder | $17 | $440-96.2% | $5,478-99.7% | $479-96.5% |