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 | $654 |
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 | $80,836 | $51,244+57.7% | $80,975-0.2% | $55,167+46.5% |
| Participation rate | 72.9% | 71.7%+1.3pp | 75.8%-2.9pp | 69.0%+3.9pp |
| Annual return | 8.62% | 17.39%-8.8pp | 17.10%-8.5pp | 169.23%-160.6pp |
| Employer contribution / active EE | $1,532 | $1,770-13.4% | $3,714-58.7% | $1,963-21.9% |
| Participant deferral / active EE | $3,647 | $4,418-17.4% | $5,696-36.0% | $3,054+19.4% |
| Admin fee / account holder | $45 | $398-88.6% | $5,516-99.2% | $504-91.0% |