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 | $4,538 |
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 | $91,298 | $55,214+65.4% | $104,607-12.7% | $73,488+24.2% |
| Participation rate | 76.8% | 67.8%+9.0pp | 74.1%+2.7pp | 70.7%+6.1pp |
| Annual return | 14.65% | 24.79%-10.1pp | 340.46%-325.8pp | 28.51%-13.9pp |
| Employer contribution / active EE | $2,833 | $1,468+93.0% | $2,681+5.7% | $2,270+24.8% |
| Participant deferral / active EE | $4,582 | $2,925+56.7% | $3,740+22.5% | $3,740+22.5% |
| Admin fee / account holder | $25 | $424-94.2% | $6,473-99.6% | $513-95.2% |