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 | $2,638 |
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 | $76,118 | $60,165+26.5% | $74,183+2.6% | $55,167+38.0% |
| Participation rate | 90.0% | 74.2%+15.8pp | 76.6%+13.4pp | 69.0%+21.0pp |
| Annual return | 6.71% | 10.00%-3.3pp | 17.74%-11.0pp | 169.23%-162.5pp |
| Employer contribution / active EE | $1,671 | $1,600+4.5% | $2,370-29.5% | $1,963-14.8% |
| Participant deferral / active EE | $3,385 | $2,973+13.9% | $3,550-4.6% | $3,054+10.8% |
| Admin fee / account holder | $20 | $419-95.1% | $5,586-99.6% | $504-95.9% |