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 | $6,041 |
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 | $99,511 | $78,419+26.9% | $133,956-25.7% | $73,409+35.6% |
| Participation rate | 96.7% | 78.6%+18.1pp | 79.8%+16.9pp | 72.2%+24.6pp |
| Annual return | 77.67% | 33.35%+44.3pp | 45.09%+32.6pp | 59.29%+18.4pp |
| Employer contribution / active EE | $710 | $2,044-65.3% | $3,919-81.9% | $2,234-68.2% |
| Participant deferral / active EE | $3,849 | $3,925-1.9% | $5,048-23.7% | $3,805+1.2% |
| Admin fee / account holder | $7 | $161-95.6% | $8,927-99.9% | $158-95.5% |