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 | $5,438 |
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 | $82,806 | $78,419+5.6% | $133,956-38.2% | $73,409+12.8% |
| Participation rate | 94.1% | 78.6%+15.5pp | 79.8%+14.3pp | 72.2%+21.9pp |
| Annual return | 23.08% | 33.35%-10.3pp | 45.09%-22.0pp | 59.29%-36.2pp |
| Employer contribution / active EE | $1,967 | $2,044-3.8% | $3,919-49.8% | $2,234-11.9% |
| Participant deferral / active EE | $5,878 | $3,925+49.7% | $5,048+16.4% | $3,805+54.5% |
| Admin fee / account holder | $21 | $161-86.7% | $8,927-99.8% | $158-86.4% |