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 | $2,188 |
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 | $76,225 | $68,413+11.4% | $123,104-38.1% | $55,191+38.1% |
| Participation rate | 87.9% | 84.5%+3.3pp | 86.8%+1.1pp | 69.2%+18.7pp |
| Annual return | 0.76% | 6.30%-5.5pp | 13.22%-12.5pp | 10.78%-10.0pp |
| Employer contribution / active EE | $2,467 | $3,050-19.1% | $5,151-52.1% | $1,899+29.9% |
| Participant deferral / active EE | $8,205 | $4,490+82.7% | $6,230+31.7% | $3,046+169.3% |
| Admin fee / account holder | $16 | $88-81.7% | $9,015-99.8% | $91-82.3% |