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 | $4,769 |
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 | $63,325 | $57,096+10.9% | $94,224-32.8% | $55,191+14.7% |
| Participation rate | 96.6% | 75.7%+20.9pp | 78.8%+17.8pp | 69.2%+27.4pp |
| Annual return | 6.82% | 159.65%-152.8pp | 10.68%-3.9pp | 10.78%-4.0pp |
| Employer contribution / active EE | $918 | $1,708-46.2% | $3,587-74.4% | $1,899-51.6% |
| Participant deferral / active EE | $3,700 | $3,165+16.9% | $4,320-14.4% | $3,046+21.5% |
| Admin fee / account holder | $9 | $89-90.3% | $6,269-99.9% | $91-90.4% |