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 | $4,201 |
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 | $74,356 | $65,322+13.8% | $70,449+5.5% | $73,488+1.2% |
| Participation rate | 83.2% | 77.0%+6.3pp | 75.1%+8.2pp | 70.7%+12.6pp |
| Annual return | 20.24% | 15.71%+4.5pp | 109.03%-88.8pp | 28.51%-8.3pp |
| Employer contribution / active EE | $954 | $2,460-61.2% | $2,737-65.2% | $2,270-58.0% |
| Participant deferral / active EE | $5,416 | $3,375+60.5% | $3,709+46.0% | $3,740+44.8% |
| Admin fee / account holder | $47 | $214-78.2% | $3,845-98.8% | $513-90.9% |