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 | $7,496 |
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 | $90,955 | $74,024+22.9% | $77,999+16.6% | $57,658+57.7% |
| Participation rate | 97.8% | 79.7%+18.0pp | 75.5%+22.2pp | 70.2%+27.5pp |
| Annual return | 8.98% | 12.14%-3.2pp | 425.96%-417.0pp | 5.13%+3.8pp |
| Employer contribution / active EE | $3,507 | $2,365+48.3% | $2,470+42.0% | $1,974+77.7% |
| Participant deferral / active EE | $5,718 | $3,533+61.8% | $3,497+63.5% | $3,061+86.8% |
| Admin fee / account holder | $35 | $93-62.7% | $5,480-99.4% | $95-63.3% |