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 | $2,820 |
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 | $121,312 | $98,750+22.8% | $149,696-19.0% | $79,858+51.9% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.5%+7.2pp | 69.6%+20.1pp |
| Annual return | 22.28% | 27.43%-5.1pp | 276.60%-254.3pp | 31.71%-9.4pp |
| Employer contribution / active EE | $2,392 | $3,216-25.6% | $4,644-48.5% | $2,471-3.2% |
| Participant deferral / active EE | $7,904 | $5,680+39.1% | $6,842+15.5% | $3,740+111.3% |
| Admin fee / account holder | $34 | $6,053-99.4% | $9,309-99.6% | $5,306-99.4% |