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 | $1,325 |
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 | $58,742 | $49,280+19.2% | $67,313-12.7% | $64,186-8.5% |
| Participation rate | 78.1% | 60.8%+17.3pp | 69.1%+9.0pp | 69.6%+8.6pp |
| Annual return | -7.38% | -1.39%-6.0pp | -4.08%-3.3pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,969 | $1,668+18.0% | $2,566-23.3% | $2,381-17.3% |
| Participant deferral / active EE | $7,567 | $2,484+204.6% | $3,568+112.1% | $3,470+118.1% |
| Admin fee / account holder | $14 | $3,863-99.6% | $4,507-99.7% | $4,888-99.7% |