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 | $2,534 |
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 | $115,169 | $99,957+15.2% | $149,696-23.1% | $73,488+56.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 23.89% | 53.87%-30.0pp | 276.60%-252.7pp | 28.51%-4.6pp |
| Employer contribution / active EE | $4,233 | $3,191+32.6% | $4,644-8.9% | $2,270+86.5% |
| Participant deferral / active EE | $11,762 | $6,073+93.7% | $6,842+71.9% | $3,740+214.5% |
| Admin fee / account holder | $19 | $551-96.6% | $9,309-99.8% | $513-96.3% |