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 | $6,288 |
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 | $64,850 | $78,419-17.3% | $133,956-51.6% | $73,409-11.7% |
| Participation rate | 95.3% | 78.6%+16.8pp | 79.8%+15.5pp | 72.2%+23.2pp |
| Annual return | 13.95% | 33.35%-19.4pp | 45.09%-31.1pp | 59.29%-45.3pp |
| Employer contribution / active EE | $2,122 | $2,044+3.8% | $3,919-45.9% | $2,234-5.0% |
| Participant deferral / active EE | $3,488 | $3,925-11.1% | $5,048-30.9% | $3,805-8.3% |
| Admin fee / account holder | $16 | $161-90.0% | $8,927-99.8% | $158-89.8% |