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 | $3,340 |
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 | $65,093 | $60,165+8.2% | $74,183-12.3% | $55,167+18.0% |
| Participation rate | 95.5% | 74.2%+21.3pp | 76.6%+18.8pp | 69.0%+26.5pp |
| Annual return | 8.73% | 10.00%-1.3pp | 17.74%-9.0pp | 169.23%-160.5pp |
| Employer contribution / active EE | $1,536 | $1,600-4.0% | $2,370-35.2% | $1,963-21.7% |
| Participant deferral / active EE | $5,198 | $2,973+74.9% | $3,550+46.4% | $3,054+70.2% |
| Admin fee / account holder | $16 | $419-96.1% | $5,586-99.7% | $504-96.7% |