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 | $7,996 |
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 | $100,693 | $75,284+33.8% | $91,001+10.7% | $69,631+44.6% |
| Participation rate | 98.3% | 80.4%+17.9pp | 75.6%+22.7pp | 70.7%+27.6pp |
| Annual return | 17.60% | 48.40%-30.8pp | 4.60%+13.0pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $3,372 | $2,473+36.3% | $2,456+37.3% | $2,032+65.9% |
| Participant deferral / active EE | $5,672 | $3,700+53.3% | $3,547+59.9% | $3,224+76.0% |
| Admin fee / account holder | $35 | $111-68.5% | $5,417-99.4% | $110-68.5% |