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 | $24,125 |
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 | $20,365 | $52,149-60.9% | $122,332-83.4% | $77,958-73.9% |
| Participation rate | 98.8% | 58.6%+40.2pp | 71.6%+27.1pp | 71.6%+27.1pp |
| Annual return | 21.95% | 17.75%+4.2pp | 30.27%-8.3pp | 20.87%+1.1pp |
| Employer contribution / active EE | $1,625 | $1,750-7.1% | $4,050-59.9% | $2,310-29.7% |
| Participant deferral / active EE | $2,680 | $2,114+26.7% | $3,287-18.5% | $3,537-24.2% |
| Admin fee / account holder | $16 | $93-82.6% | $5,478-99.7% | $97-83.3% |