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 | $1,803 |
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 | $70,255 | $73,125-3.9% | $125,175-43.9% | $77,787-9.7% |
| Participation rate | 88.8% | 79.4%+9.4pp | 79.8%+9.0pp | 73.2%+15.6pp |
| Annual return | 21.06% | 24.71%-3.7pp | 43.79%-22.7pp | 32.57%-11.5pp |
| Employer contribution / active EE | $1,295 | $2,413-46.3% | $3,865-66.5% | $2,504-48.3% |
| Participant deferral / active EE | $2,662 | $3,966-32.9% | $4,937-46.1% | $3,967-32.9% |
| Admin fee / account holder | $0 | $89-99.5% | $9,702-100.0% | $100-99.5% |