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 | $1,419 |
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 | $107,304 | $89,652+19.7% | $141,162-24.0% | $65,185+64.6% |
| Participation rate | 70.5% | 74.7%-4.2pp | 82.5%-12.0pp | 70.2%+0.3pp |
| Annual return | 24.62% | 32.79%-8.2pp | 71.39%-46.8pp | 29.38%-4.8pp |
| Employer contribution / active EE | $2,095 | $3,065-31.7% | $4,735-55.8% | $2,177-3.8% |
| Participant deferral / active EE | $5,684 | $5,691-0.1% | $6,709-15.3% | $3,514+61.8% |
| Admin fee / account holder | $28 | $569-95.1% | $10,261-99.7% | $847-96.7% |