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 | $4,042 |
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 | $157,992 | $89,739+76.1% | $149,718+5.5% | $62,292+153.6% |
| Participation rate | 87.5% | 85.1%+2.4pp | 87.1%+0.4pp | 69.5%+18.0pp |
| Annual return | 22.20% | 21.01%+1.2pp | 1501.63%-1479.4pp | 28.90%-6.7pp |
| Employer contribution / active EE | $3,790 | $3,233+17.2% | $5,445-30.4% | $2,042+85.6% |
| Participant deferral / active EE | $11,455 | $4,797+138.8% | $6,569+74.4% | $3,169+261.4% |
| Admin fee / account holder | $7 | $551-98.7% | $11,283-99.9% | $479-98.5% |