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 | $5,988 |
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 | $87,440 | $69,305+26.2% | $82,313+6.2% | $69,631+25.6% |
| Participation rate | 86.4% | 80.3%+6.1pp | 76.9%+9.5pp | 70.7%+15.7pp |
| Annual return | 18.73% | 21.47%-2.7pp | 25.88%-7.1pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $1,589 | $1,887-15.8% | $2,428-34.6% | $2,032-21.8% |
| Participant deferral / active EE | $5,611 | $3,568+57.2% | $3,706+51.4% | $3,224+74.1% |
| Admin fee / account holder | $21 | $97-78.8% | $5,608-99.6% | $110-81.4% |