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 | $5,333 |
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 | $117,504 | $70,002+67.9% | $115,037+2.1% | $52,331+124.5% |
| Participation rate | 89.6% | 72.1%+17.5pp | 81.4%+8.2pp | 68.1%+21.5pp |
| Annual return | 0.76% | 4.04%-3.3pp | 26.14%-25.4pp | 4.54%-3.8pp |
| Employer contribution / active EE | $1,564 | $2,715-42.4% | $4,608-66.1% | $1,882-16.9% |
| Participant deferral / active EE | $7,631 | $4,920+55.1% | $6,026+26.6% | $3,022+152.5% |
| Admin fee / account holder | $39 | $566-93.0% | $8,175-99.5% | $592-93.3% |