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 | -$15,613 |
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 | $93,017 | $62,928+47.8% | $172,739-46.2% | $67,579+37.6% |
| Participation rate | 82.5% | 64.5%+18.1pp | 82.6%-0.1pp | 71.3%+11.2pp |
| Annual return | 21.57% | 30.36%-8.8pp | 802.84%-781.3pp | 378.56%-357.0pp |
| Employer contribution / active EE | $1,051 | $1,636-35.8% | $5,143-79.6% | $2,148-51.1% |
| Participant deferral / active EE | $4,360 | $2,145+103.3% | $5,198-16.1% | $3,539+23.2% |
| Admin fee / account holder | -$32 | $167-119.3% | $13,954-100.2% | $142-122.6% |