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 | $1,077 |
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 | $165,110 | $71,666+130.4% | $117,854+40.1% | $69,631+137.1% |
| Participation rate | 99.7% | 77.5%+22.1pp | 79.7%+20.0pp | 70.7%+29.0pp |
| Annual return | 17.13% | 18.86%-1.7pp | 335.08%-317.9pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $8,838 | $1,889+367.9% | $3,786+133.4% | $2,032+334.9% |
| Participant deferral / active EE | $6,890 | $3,340+106.3% | $4,482+53.7% | $3,224+113.7% |
| Admin fee / account holder | $151 | $120+25.4% | $8,020-98.1% | $110+36.7% |