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 | -$1,863 |
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 | $115,992 | $68,413+69.5% | $123,104-5.8% | $55,191+110.2% |
| Participation rate | 98.3% | 84.5%+13.7pp | 86.8%+11.5pp | 69.2%+29.1pp |
| Annual return | 0.72% | 6.30%-5.6pp | 13.22%-12.5pp | 10.78%-10.1pp |
| Employer contribution / active EE | $7,293 | $3,050+139.1% | $5,151+41.6% | $1,899+284.1% |
| Participant deferral / active EE | $7,345 | $4,490+63.6% | $6,230+17.9% | $3,046+141.1% |
| Admin fee / account holder | $0 | $88-99.9% | $9,015-100.0% | $91-99.9% |