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 | $1,275 |
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 | $72,316 | $73,638-1.8% | $95,952-24.6% | $73,488-1.6% |
| Participation rate | 94.8% | 76.2%+18.7pp | 77.1%+17.8pp | 70.7%+24.1pp |
| Annual return | 15.87% | 16.78%-0.9pp | 91.61%-75.7pp | 28.51%-12.6pp |
| Employer contribution / active EE | $1,306 | $1,863-29.9% | $2,541-48.6% | $2,270-42.5% |
| Participant deferral / active EE | $3,224 | $3,617-10.9% | $4,167-22.6% | $3,740-13.8% |
| Admin fee / account holder | $16 | $482-96.7% | $6,795-99.8% | $513-96.9% |