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 | $431 |
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 | $99,008 | $73,488+34.7% | $67,221+47.3% | $73,488+34.7% |
| Participation rate | 96.8% | 70.7%+26.1pp | 79.4%+17.4pp | 70.7%+26.1pp |
| Annual return | 43.51% | 28.51%+15.0pp | 20.72%+22.8pp | 28.51%+15.0pp |
| Employer contribution / active EE | $8,064 | $2,270+255.2% | $3,723+116.6% | $2,270+255.2% |
| Participant deferral / active EE | $5,849 | $3,740+56.4% | $4,384+33.4% | $3,740+56.4% |
| Admin fee / account holder | $3 | $513-99.5% | $5,844-100.0% | $513-99.5% |