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 | $4,328 |
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 | $84,405 | $65,376+29.1% | $87,100-3.1% | $65,185+29.5% |
| Participation rate | 96.4% | 75.3%+21.1pp | 76.9%+19.5pp | 70.2%+26.2pp |
| Annual return | 23.19% | 31.27%-8.1pp | 28.19%-5.0pp | 29.38%-6.2pp |
| Employer contribution / active EE | $2,692 | $1,822+47.7% | $2,521+6.8% | $2,177+23.7% |
| Participant deferral / active EE | $8,430 | $3,388+148.8% | $4,049+108.2% | $3,514+139.9% |
| Admin fee / account holder | $18 | $520-96.6% | $7,497-99.8% | $847-97.9% |