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 6-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 | $1,425 |
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 | $21,502 | $85,202-74.8% | $172,739-87.6% | $72,985-70.5% |
| Participation rate | 73.9% | 70.1%+3.9pp | 82.6%-8.7pp | 69.5%+4.4pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.84%-802.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,037 | $3,324-38.7% | $5,143-60.4% | $2,440-16.5% |
| Participant deferral / active EE | $2,913 | $3,260-10.7% | $5,198-44.0% | $3,607-19.3% |
| Admin fee / account holder | $21 | $5,884-99.6% | $13,954-99.8% | $5,124-99.6% |