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 | $8,675 |
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 | $95,986 | $74,347+29.1% | $93,606+2.5% | $67,579+42.0% |
| Participation rate | 86.9% | 80.6%+6.3pp | 75.8%+11.1pp | 71.3%+15.6pp |
| Annual return | 25.82% | 28.07%-2.3pp | 32.76%-6.9pp | 378.56%-352.7pp |
| Employer contribution / active EE | $3,484 | $2,583+34.9% | $2,718+28.2% | $2,148+62.2% |
| Participant deferral / active EE | $4,506 | $4,060+11.0% | $4,069+10.8% | $3,539+27.3% |
| Admin fee / account holder | $25 | $123-79.3% | $7,888-99.7% | $142-82.1% |