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 | $3,044 |
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 | $92,391 | $75,183+22.9% | $123,892-25.4% | $55,167+67.5% |
| Participation rate | 73.2% | 72.8%+0.3pp | 81.4%-8.2pp | 69.0%+4.2pp |
| Annual return | 7.62% | 19.01%-11.4pp | 47.52%-39.9pp | 169.23%-161.6pp |
| Employer contribution / active EE | $2,733 | $2,823-3.2% | $4,617-40.8% | $1,963+39.3% |
| Participant deferral / active EE | $9,057 | $5,084+78.1% | $5,984+51.4% | $3,054+196.6% |
| Admin fee / account holder | $43 | $663-93.5% | $8,357-99.5% | $504-91.5% |