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 | $3,325 |
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 | $39,066 | $79,519-50.9% | $95,952-59.3% | $73,409-46.8% |
| Participation rate | 90.2% | 81.2%+9.0pp | 77.1%+13.1pp | 72.2%+18.0pp |
| Annual return | 17.54% | 19.20%-1.7pp | 91.61%-74.1pp | 59.29%-41.8pp |
| Employer contribution / active EE | $829 | $2,048-59.5% | $2,541-67.4% | $2,234-62.9% |
| Participant deferral / active EE | $2,684 | $4,138-35.1% | $4,167-35.6% | $3,805-29.5% |
| Admin fee / account holder | $12 | $184-93.5% | $6,795-99.8% | $158-92.4% |