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 | $6,970 |
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 | $86,918 | $65,223+33.3% | $80,019+8.6% | $55,725+56.0% |
| Participation rate | 97.0% | 80.6%+16.5pp | 75.8%+21.2pp | 70.9%+26.2pp |
| Annual return | -5.19% | 7.59%-12.8pp | 11.22%-16.4pp | 244.93%-250.1pp |
| Employer contribution / active EE | $4,054 | $2,544+59.4% | $2,468+64.3% | $2,078+95.1% |
| Participant deferral / active EE | $5,784 | $3,881+49.1% | $3,686+56.9% | $3,356+72.4% |
| Admin fee / account holder | $30 | $114-73.8% | $6,521-99.5% | $115-74.1% |