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 | -$106,622 |
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 | $221,898 | $46,100+381.3% | $86,590+156.3% | $69,631+218.7% |
| Participation rate | 98.4% | 67.2%+31.3pp | 73.5%+24.9pp | 70.7%+27.8pp |
| Annual return | 17.32% | 21.02%-3.7pp | 964.84%-947.5pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $8,712 | $1,850+371.0% | $2,839+206.8% | $2,032+328.7% |
| Participant deferral / active EE | $8,891 | $2,432+265.6% | $3,609+146.4% | $3,224+175.8% |
| Admin fee / account holder | $77 | $94-18.1% | $4,906-98.4% | $110-30.4% |