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 | $1,112 |
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 | $30,385 | $39,245-22.6% | $64,105-52.6% | $52,331-41.9% |
| Participation rate | 80.3% | 58.2%+22.0pp | 68.2%+12.1pp | 68.1%+12.2pp |
| Annual return | -0.47% | 14.79%-15.3pp | 791.24%-791.7pp | 4.54%-5.0pp |
| Employer contribution / active EE | $961 | $736+30.6% | $1,820-47.2% | $1,882-48.9% |
| Participant deferral / active EE | $1,332 | $1,992-33.1% | $2,822-52.8% | $3,022-55.9% |
| Admin fee / account holder | $7 | $592-98.7% | $4,499-99.8% | $592-98.7% |