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 | $3,638 |
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 | $76,342 | $63,905+19.5% | $74,183+2.9% | $57,658+32.4% |
| Participation rate | 83.6% | 79.8%+3.9pp | 76.6%+7.0pp | 70.2%+13.4pp |
| Annual return | 11.65% | 60.60%-49.0pp | 17.74%-6.1pp | 5.13%+6.5pp |
| Employer contribution / active EE | $1,738 | $1,840-5.5% | $2,370-26.6% | $1,974-11.9% |
| Participant deferral / active EE | $5,199 | $3,448+50.8% | $3,550+46.5% | $3,061+69.9% |
| Admin fee / account holder | $14 | $91-84.9% | $5,586-99.8% | $95-85.5% |