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 | -$63,099 |
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 | $139,471 | $75,284+85.3% | $91,001+53.3% | $69,631+100.3% |
| Participation rate | 87.8% | 80.4%+7.4pp | 75.6%+12.2pp | 70.7%+17.2pp |
| Annual return | 17.42% | 48.40%-31.0pp | 4.60%+12.8pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $3,124 | $2,473+26.3% | $2,456+27.2% | $2,032+53.7% |
| Participant deferral / active EE | $7,733 | $3,700+109.0% | $3,547+118.0% | $3,224+139.9% |
| Admin fee / account holder | -$49 | $111-144.7% | $5,417-100.9% | $110-144.7% |