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 | $2,063 |
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 | $82,483 | $81,208+1.6% | $98,907-16.6% | $79,858+3.3% |
| Participation rate | 94.3% | 72.5%+21.7pp | 76.0%+18.2pp | 69.6%+24.6pp |
| Annual return | 17.54% | 60.99%-43.5pp | 196.43%-178.9pp | 31.71%-14.2pp |
| Employer contribution / active EE | $3,492 | $1,960+78.2% | $2,689+29.9% | $2,471+41.3% |
| Participant deferral / active EE | $4,397 | $3,265+34.7% | $4,244+3.6% | $3,740+17.6% |
| Admin fee / account holder | $59 | $6,013-99.0% | $6,642-99.1% | $5,306-98.9% |