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 | $2,068 |
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 | $97,944 | $52,293+87.3% | $178,490-45.1% | $73,409+33.4% |
| Participation rate | 74.3% | 65.3%+9.0pp | 81.9%-7.6pp | 72.2%+2.2pp |
| Annual return | 52.97% | 34.75%+18.2pp | 151.07%-98.1pp | 59.29%-6.3pp |
| Employer contribution / active EE | $2,114 | $1,735+21.8% | $5,011-57.8% | $2,234-5.4% |
| Participant deferral / active EE | $3,542 | $2,332+51.9% | $5,202-31.9% | $3,805-6.9% |
| Admin fee / account holder | $7 | $127-94.8% | $13,984-100.0% | $158-95.8% |