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 | -$92,478 |
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 | $113,561 | $98,217+15.6% | $105,722+7.4% | $63,975+77.5% |
| Participation rate | 99.5% | 81.9%+17.6pp | 78.9%+20.6pp | 71.1%+28.4pp |
| Annual return | 24.75% | 20.18%+4.6pp | 12.25%+12.5pp | 48.65%-23.9pp |
| Employer contribution / active EE | $12,816 | $4,802+166.9% | $4,079+214.2% | $2,182+487.5% |
| Participant deferral / active EE | $11,568 | $6,019+92.2% | $5,326+117.2% | $3,356+244.6% |
| Admin fee / account holder | -$48 | $70-168.6% | $8,308-100.6% | $70-168.0% |