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 7-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 | $32,988 |
Service code 16 51 KILMAYNE DRIVE · CARY, NC 27511 | Consulting | $9,024 |
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 | $106,829 | $52,953+101.7% | $172,739-38.2% | $65,185+63.9% |
| Participation rate | 98.7% | 66.2%+32.5pp | 82.6%+16.1pp | 70.2%+28.5pp |
| Annual return | 20.82% | 30.12%-9.3pp | 802.84%-782.0pp | 29.38%-8.6pp |
| Employer contribution / active EE | $3,978 | $2,190+81.6% | $5,143-22.7% | $2,177+82.7% |
| Participant deferral / active EE | $6,183 | $2,471+150.2% | $5,198+19.0% | $3,514+76.0% |
| Admin fee / account holder | $209 | $472-55.7% | $13,954-98.5% | $847-75.3% |