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 | -$166,530 |
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 | $157,449 | $102,255+54.0% | $118,746+32.6% | $77,958+102.0% |
| Participation rate | 99.5% | 84.8%+14.6pp | 78.3%+21.2pp | 71.6%+27.8pp |
| Annual return | 18.77% | 65.05%-46.3pp | 24.54%-5.8pp | 20.87%-2.1pp |
| Employer contribution / active EE | $25,352 | $4,931+414.1% | $4,193+504.7% | $2,310+997.3% |
| Participant deferral / active EE | $11,637 | $5,974+94.8% | $5,332+118.2% | $3,537+229.0% |
| Admin fee / account holder | -$89 | $79-212.3% | $10,720-100.8% | $97-191.0% |