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 | $4,125 |
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 | $76,256 | $64,909+17.5% | $82,313-7.4% | $62,292+22.4% |
| Participation rate | 80.2% | 74.9%+5.4pp | 76.9%+3.3pp | 69.5%+10.7pp |
| Annual return | 20.66% | 21.18%-0.5pp | 25.88%-5.2pp | 28.90%-8.2pp |
| Employer contribution / active EE | $1,742 | $1,676+3.9% | $2,428-28.3% | $2,042-14.7% |
| Participant deferral / active EE | $5,757 | $3,103+85.5% | $3,706+55.4% | $3,169+81.7% |
| Admin fee / account holder | $17 | $440-96.1% | $5,608-99.7% | $479-96.4% |