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 | $4,119 |
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 | $78,133 | $63,745+22.6% | $98,442-20.6% | $79,386-1.6% |
| Participation rate | 96.0% | 69.9%+26.1pp | 73.3%+22.7pp | 70.7%+25.3pp |
| Annual return | 13.76% | 625.80%-612.0pp | 1492.73%-1479.0pp | 116.85%-103.1pp |
| Employer contribution / active EE | $2,587 | $2,557+1.2% | $2,960-12.6% | $2,427+6.6% |
| Participant deferral / active EE | $6,215 | $3,303+88.1% | $4,276+45.3% | $4,046+53.6% |
| Admin fee / account holder | $17 | $516-96.7% | $5,949-99.7% | $626-97.3% |