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 | $10,051 |
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 | $130,630 | $65,376+99.8% | $87,100+50.0% | $65,185+100.4% |
| Participation rate | 94.0% | 75.3%+18.7pp | 76.9%+17.1pp | 70.2%+23.8pp |
| Annual return | 23.22% | 31.27%-8.0pp | 28.19%-5.0pp | 29.38%-6.2pp |
| Employer contribution / active EE | $2,096 | $1,822+15.0% | $2,521-16.9% | $2,177-3.7% |
| Participant deferral / active EE | $4,909 | $3,388+44.9% | $4,049+21.2% | $3,514+39.7% |
| Admin fee / account holder | $40 | $520-92.3% | $7,497-99.5% | $847-95.3% |