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 | $1,926 |
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 | $70,416 | $59,186+19.0% | $76,768-8.3% | $56,287+25.1% |
| Participation rate | 84.6% | 75.2%+9.4pp | 77.0%+7.7pp | 69.9%+14.8pp |
| Annual return | -4.81% | 6.62%-11.4pp | 2.43%-7.2pp | -9.96%+5.1pp |
| Employer contribution / active EE | $1,873 | $1,759+6.5% | $2,485-24.6% | $2,111-11.3% |
| Participant deferral / active EE | $8,402 | $3,255+158.1% | $3,852+118.1% | $3,350+150.8% |
| Admin fee / account holder | $54 | $489-88.9% | $6,675-99.2% | $521-89.6% |