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 | $3,388 |
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 | $172,129 | $69,305+148.4% | $82,313+109.1% | $69,631+147.2% |
| Participation rate | 98.4% | 80.3%+18.2pp | 76.9%+21.5pp | 70.7%+27.8pp |
| Annual return | 20.17% | 21.47%-1.3pp | 25.88%-5.7pp | 27571.02%-27550.9pp |
| Employer contribution / active EE | $2,394 | $1,887+26.9% | $2,428-1.4% | $2,032+17.8% |
| Participant deferral / active EE | $5,274 | $3,568+47.8% | $3,706+42.3% | $3,224+63.6% |
| Admin fee / account holder | $13 | $97-86.6% | $5,608-99.8% | $110-88.2% |