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 | $738 |
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 | $133,230 | $56,199+137.1% | $67,652+96.9% | $59,632+123.4% |
| Participation rate | 86.3% | 71.5%+14.8pp | 75.7%+10.6pp | 68.7%+17.6pp |
| Annual return | 1.07% | 18505.31%-18504.2pp | 6625.04%-6624.0pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $3,449 | $1,614+113.6% | $2,266+52.2% | $2,203+56.6% |
| Participant deferral / active EE | $14,131 | $2,844+396.9% | $3,560+297.0% | $3,192+342.7% |
| Admin fee / account holder | $11 | $3,958-99.7% | $4,821-99.8% | $4,297-99.7% |