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 | -$3,938 |
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 | $65,925 | $71,666-8.0% | $117,854-44.1% | $69,631-5.3% |
| Participation rate | 98.3% | 77.5%+20.8pp | 79.7%+18.6pp | 70.7%+27.6pp |
| Annual return | 17.23% | 18.86%-1.6pp | 335.08%-317.8pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $1,705 | $1,889-9.8% | $3,786-55.0% | $2,032-16.1% |
| Participant deferral / active EE | $2,568 | $3,340-23.1% | $4,482-42.7% | $3,224-20.3% |
| Admin fee / account holder | -$5 | $120-103.8% | $8,020-100.1% | $110-104.1% |