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 | $2,300 |
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 | $98,871 | $50,666+95.1% | $76,817+28.7% | $65,185+51.7% |
| Participation rate | 99.2% | 68.8%+30.4pp | 72.1%+27.1pp | 70.2%+29.0pp |
| Annual return | 24.45% | 28.51%-4.1pp | 1166.11%-1141.7pp | 29.38%-4.9pp |
| Employer contribution / active EE | $2,963 | $1,575+88.2% | $2,302+28.7% | $2,177+36.1% |
| Participant deferral / active EE | $6,283 | $2,647+137.4% | $3,336+88.4% | $3,514+78.8% |
| Admin fee / account holder | $16 | $463-96.5% | $6,420-99.7% | $847-98.1% |