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 | $8,103 |
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 | $143,933 | $85,135+69.1% | $98,907+45.5% | $73,409+96.1% |
| Participation rate | 74.9% | 81.1%-6.2pp | 76.0%-1.1pp | 72.2%+2.7pp |
| Annual return | 16.80% | 19.14%-2.3pp | 196.43%-179.6pp | 59.29%-42.5pp |
| Employer contribution / active EE | $4,476 | $2,721+64.5% | $2,689+66.5% | $2,234+100.4% |
| Participant deferral / active EE | $6,392 | $4,349+47.0% | $4,244+50.6% | $3,805+68.0% |
| Admin fee / account holder | $41 | $139-70.3% | $6,642-99.4% | $158-73.8% |