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 | $3,484 |
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 | $53,614 | $80,177-33.1% | $123,892-56.7% | $57,658-7.0% |
| Participation rate | 93.0% | 74.4%+18.6pp | 81.4%+11.6pp | 70.2%+22.8pp |
| Annual return | 8.41% | 17.90%-9.5pp | 47.52%-39.1pp | 5.13%+3.3pp |
| Employer contribution / active EE | $1,655 | $2,913-43.2% | $4,617-64.2% | $1,974-16.2% |
| Participant deferral / active EE | $6,570 | $5,130+28.1% | $5,984+9.8% | $3,061+114.7% |
| Admin fee / account holder | $5 | $106-95.0% | $8,357-99.9% | $95-94.4% |