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 | $1,434 |
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 | $92,964 | $88,122+5.5% | $141,162-34.1% | $67,579+37.6% |
| Participation rate | 76.2% | 76.5%-0.2pp | 82.5%-6.3pp | 71.3%+4.9pp |
| Annual return | 31.18% | 75.40%-44.2pp | 71.39%-40.2pp | 378.56%-347.4pp |
| Employer contribution / active EE | $3,358 | $3,224+4.1% | $4,735-29.1% | $2,148+56.4% |
| Participant deferral / active EE | $7,880 | $5,958+32.3% | $6,709+17.5% | $3,539+122.6% |
| Admin fee / account holder | $15 | $131-88.3% | $10,261-99.9% | $142-89.2% |