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 | -$26,875 |
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 | $107,730 | $71,802+50.0% | $133,980-19.6% | $57,658+86.8% |
| Participation rate | 98.5% | 85.5%+13.0pp | 87.1%+11.4pp | 70.2%+28.3pp |
| Annual return | 7.19% | 13.51%-6.3pp | 29.30%-22.1pp | 5.13%+2.1pp |
| Employer contribution / active EE | $7,017 | $3,161+121.9% | $5,211+34.6% | $1,974+255.5% |
| Participant deferral / active EE | $7,500 | $4,606+62.8% | $6,282+19.4% | $3,061+145.1% |
| Admin fee / account holder | -$31 | $88-135.7% | $9,324-100.3% | $95-133.1% |