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 | $852 |
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 | $139,608 | $43,504+220.9% | $68,793+102.9% | $56,287+148.0% |
| Participation rate | 88.2% | 67.8%+20.4pp | 72.2%+16.0pp | 69.9%+18.3pp |
| Annual return | -6.13% | -3.15%-3.0pp | -4.63%-1.5pp | -9.96%+3.8pp |
| Employer contribution / active EE | $2,322 | $1,525+52.2% | $2,625-11.5% | $2,111+10.0% |
| Participant deferral / active EE | $6,914 | $2,509+175.6% | $3,311+108.8% | $3,350+106.4% |
| Admin fee / account holder | $9 | $515-98.3% | $5,131-99.8% | $521-98.3% |