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 | $1,025 |
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 | $137,980 | $84,233+63.8% | $170,442-19.0% | $70,131+96.7% |
| Participation rate | 86.2% | 70.8%+15.4pp | 83.6%+2.6pp | 69.5%+16.7pp |
| Annual return | 18.13% | 23.06%-4.9pp | 205.93%-187.8pp | 73.14%-55.0pp |
| Employer contribution / active EE | $6,255 | $3,387+84.7% | $5,433+15.1% | $2,342+167.0% |
| Participant deferral / active EE | $3,490 | $3,086+13.1% | $4,939-29.4% | $3,332+4.7% |
| Admin fee / account holder | $11 | $5,698-99.8% | $13,880-99.9% | $4,645-99.8% |