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 | $6,952 |
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 | $87,448 | $69,159+26.4% | $125,175-30.1% | $67,579+29.4% |
| Participation rate | 96.1% | 78.2%+17.9pp | 79.8%+16.3pp | 71.3%+24.8pp |
| Annual return | 24.20% | 27.12%-2.9pp | 43.79%-19.6pp | 378.56%-354.4pp |
| Employer contribution / active EE | $1,722 | $2,023-14.9% | $3,865-55.5% | $2,148-19.8% |
| Participant deferral / active EE | $5,193 | $3,700+40.4% | $4,937+5.2% | $3,539+46.7% |
| Admin fee / account holder | $11 | $142-92.3% | $9,702-99.9% | $142-92.3% |