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 8-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 | $2,310 |
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 | $40,741 | $66,310-38.6% | $93,606-56.5% | $65,185-37.5% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 27.04% | 42.58%-15.5pp | 32.76%-5.7pp | 29.38%-2.3pp |
| Employer contribution / active EE | $7,595 | $2,012+277.5% | $2,718+179.4% | $2,177+248.9% |
| Participant deferral / active EE | $11,537 | $3,342+245.2% | $4,069+183.5% | $3,514+228.3% |
| Admin fee / account holder | $57 | $6,897-99.2% | $7,888-99.3% | $847-93.3% |