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 8-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 | $6,008 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,356 | $34,677-9.6% | $77,024-59.3% | $64,808-51.6% |
| Participation rate | 85.7% | 49.8%+35.9pp | 67.9%+17.8pp | 71.5%+14.2pp |
| Annual return | 26.95% | -5.33%+32.3pp | 42.32%-15.4pp | 32.82%-5.9pp |
| Employer contribution / active EE | $4,472 | $1,370+226.4% | $2,812+59.0% | $2,506+78.5% |
| Participant deferral / active EE | $9,522 | $2,556+272.5% | $4,426+115.1% | $4,310+120.9% |
| Admin fee / account holder | $17 | $179-90.7% | $5,425-99.7% | $188-91.2% |