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 | -$43,156 |
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 | $172,867 | $69,305+149.4% | $82,313+110.0% | $69,631+148.3% |
| Participation rate | 99.1% | 80.3%+18.8pp | 76.9%+22.2pp | 70.7%+28.4pp |
| Annual return | 20.11% | 21.47%-1.4pp | 25.88%-5.8pp | 27571.02%-27550.9pp |
| Employer contribution / active EE | $7,939 | $1,887+320.8% | $2,428+226.9% | $2,032+290.7% |
| Participant deferral / active EE | $12,428 | $3,568+248.3% | $3,706+235.3% | $3,224+285.5% |
| Admin fee / account holder | -$95 | $97-197.6% | $5,608-101.7% | $110-185.9% |