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 | $8,174 |
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 | $39,729 | $62,928-36.9% | $172,739-77.0% | $67,579-41.2% |
| Participation rate | 81.0% | 64.5%+16.5pp | 82.6%-1.7pp | 71.3%+9.7pp |
| Annual return | 26.53% | 30.36%-3.8pp | 802.84%-776.3pp | 378.56%-352.0pp |
| Employer contribution / active EE | $983 | $1,636-39.9% | $5,143-80.9% | $2,148-54.2% |
| Participant deferral / active EE | $3,790 | $2,145+76.7% | $5,198-27.1% | $3,539+7.1% |
| Admin fee / account holder | $23 | $167-86.0% | $13,954-99.8% | $142-83.6% |