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 | $3,538 |
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 | $30,207 | $80,753-62.6% | $136,294-77.8% | $62,292-51.5% |
| Participation rate | 89.4% | 73.5%+15.8pp | 81.9%+7.4pp | 69.5%+19.8pp |
| Annual return | 32.03% | 35.83%-3.8pp | 5155.94%-5123.9pp | 28.90%+3.1pp |
| Employer contribution / active EE | $1,124 | $2,884-61.0% | $4,695-76.1% | $2,042-44.9% |
| Participant deferral / active EE | $6,160 | $5,164+19.3% | $6,247-1.4% | $3,169+94.4% |
| Admin fee / account holder | $13 | $525-97.5% | $9,243-99.9% | $479-97.2% |