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 | $2,987 |
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 | $67,179 | $75,183-10.6% | $123,892-45.8% | $55,167+21.8% |
| Participation rate | 96.4% | 72.8%+23.6pp | 81.4%+15.0pp | 69.0%+27.4pp |
| Annual return | 10.69% | 19.01%-8.3pp | 47.52%-36.8pp | 169.23%-158.5pp |
| Employer contribution / active EE | $4,065 | $2,823+44.0% | $4,617-11.9% | $1,963+107.1% |
| Participant deferral / active EE | $9,948 | $5,084+95.7% | $5,984+66.2% | $3,054+225.7% |
| Admin fee / account holder | $22 | $663-96.7% | $8,357-99.7% | $504-95.6% |