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 | $1,750 |
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 | $68,497 | $54,320+26.1% | $67,652+1.2% | $52,331+30.9% |
| Participation rate | 93.1% | 73.6%+19.5pp | 75.7%+17.4pp | 68.1%+25.0pp |
| Annual return | -1.31% | 6.81%-8.1pp | 6625.04%-6626.3pp | 4.54%-5.9pp |
| Employer contribution / active EE | $4,338 | $1,544+181.0% | $2,266+91.5% | $1,882+130.5% |
| Participant deferral / active EE | $3,097 | $2,950+5.0% | $3,560-13.0% | $3,022+2.5% |
| Admin fee / account holder | $35 | $527-93.3% | $4,821-99.3% | $592-94.0% |