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 | $7,239 |
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 | $41,991 | $63,745-34.1% | $98,442-57.3% | $79,386-47.1% |
| Participation rate | 96.9% | 69.9%+27.1pp | 73.3%+23.6pp | 70.7%+26.2pp |
| Annual return | 19.02% | 625.80%-606.8pp | 1492.73%-1473.7pp | 116.85%-97.8pp |
| Employer contribution / active EE | $5,925 | $2,557+131.7% | $2,960+100.2% | $2,427+144.1% |
| Participant deferral / active EE | $9,108 | $3,303+175.7% | $4,276+113.0% | $4,046+125.1% |
| Admin fee / account holder | $12 | $516-97.7% | $5,949-99.8% | $626-98.1% |