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 | $2,304 |
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 | $32,560 | $100,801-67.7% | $149,696-78.2% | $73,409-55.6% |
| Participation rate | 86.5% | 77.7%+8.8pp | 82.5%+4.0pp | 72.2%+14.3pp |
| Annual return | 35.43% | 265.34%-229.9pp | 276.60%-241.2pp | 59.29%-23.9pp |
| Employer contribution / active EE | $1,316 | $3,312-60.3% | $4,644-71.7% | $2,234-41.1% |
| Participant deferral / active EE | $8,608 | $6,404+34.4% | $6,842+25.8% | $3,805+126.2% |
| Admin fee / account holder | $7 | $181-96.4% | $9,309-99.9% | $158-95.9% |