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 | $3,594 |
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 | $48,093 | $55,790-13.8% | $76,817-37.4% | $67,579-28.8% |
| Participation rate | 78.2% | 71.1%+7.1pp | 72.1%+6.1pp | 71.3%+6.9pp |
| Annual return | 26.44% | 64.45%-38.0pp | 1166.11%-1139.7pp | 378.56%-352.1pp |
| Employer contribution / active EE | $1,960 | $1,810+8.3% | $2,302-14.9% | $2,148-8.7% |
| Participant deferral / active EE | $4,281 | $2,875+48.9% | $3,336+28.3% | $3,539+21.0% |
| Admin fee / account holder | $12 | $159-92.3% | $6,420-99.8% | $142-91.4% |