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 | $4,546 |
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 | $122,331 | $54,762+123.4% | $90,281+35.5% | $72,985+67.6% |
| Participation rate | 85.7% | 65.1%+20.6pp | 73.3%+12.4pp | 69.5%+16.2pp |
| Annual return | 33.95% | 30.63%+3.3pp | 78.10%-44.1pp | 81.00%-47.1pp |
| Employer contribution / active EE | $8,391 | $2,092+301.0% | $2,854+194.0% | $2,440+243.9% |
| Participant deferral / active EE | $6,327 | $2,887+119.2% | $3,885+62.8% | $3,607+75.4% |
| Admin fee / account holder | $40 | $3,972-99.0% | $5,351-99.2% | $5,124-99.2% |