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 | $4,759 |
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 | $100,993 | $80,753+25.1% | $136,294-25.9% | $62,292+62.1% |
| Participation rate | 94.4% | 73.5%+20.9pp | 81.9%+12.5pp | 69.5%+24.9pp |
| Annual return | 18.61% | 35.83%-17.2pp | 5155.94%-5137.3pp | 28.90%-10.3pp |
| Employer contribution / active EE | $1,564 | $2,884-45.8% | $4,695-66.7% | $2,042-23.4% |
| Participant deferral / active EE | $4,932 | $5,164-4.5% | $6,247-21.1% | $3,169+55.6% |
| Admin fee / account holder | $35 | $525-93.3% | $9,243-99.6% | $479-92.6% |