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 | $375 |
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 | $80,523 | $55,706+44.5% | $75,886+6.1% | $72,985+10.3% |
| Participation rate | 78.3% | 61.1%+17.2pp | 69.3%+9.1pp | 69.5%+8.8pp |
| Annual return | 29.84% | 27.59%+2.2pp | 30.76%-0.9pp | 81.00%-51.2pp |
| Employer contribution / active EE | $2,416 | $1,687+43.2% | $2,500-3.4% | $2,440-1.0% |
| Participant deferral / active EE | $8,684 | $2,634+229.7% | $3,603+141.0% | $3,607+140.7% |
| Admin fee / account holder | $4 | $3,978-99.9% | $5,418-99.9% | $5,124-99.9% |