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 | -$69,466 |
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 | $115,740 | $81,537+41.9% | $149,718-22.7% | $69,631+66.2% |
| Participation rate | 98.6% | 86.1%+12.4pp | 87.1%+11.5pp | 70.7%+27.9pp |
| Annual return | 19.89% | 22.79%-2.9pp | 1501.63%-1481.7pp | 27571.02%-27551.1pp |
| Employer contribution / active EE | $7,140 | $3,239+120.4% | $5,445+31.1% | $2,032+251.3% |
| Participant deferral / active EE | $7,610 | $4,994+52.4% | $6,569+15.9% | $3,224+136.1% |
| Admin fee / account holder | -$74 | $107-168.9% | $11,283-100.7% | $110-166.7% |