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 | $6,594 |
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 | $45,821 | $81,537-43.8% | $149,718-69.4% | $69,631-34.2% |
| Participation rate | 95.3% | 86.1%+9.2pp | 87.1%+8.2pp | 70.7%+24.6pp |
| Annual return | 25.57% | 22.79%+2.8pp | 1501.63%-1476.1pp | 27571.02%-27545.5pp |
| Employer contribution / active EE | $3,786 | $3,239+16.9% | $5,445-30.5% | $2,032+86.3% |
| Participant deferral / active EE | $6,836 | $4,994+36.9% | $6,569+4.1% | $3,224+112.1% |
| Admin fee / account holder | $12 | $107-88.5% | $11,283-99.9% | $110-88.8% |