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 | $1,815 |
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 | $32,232 | $42,546-24.2% | $71,796-55.1% | $55,167-41.6% |
| Participation rate | 85.3% | 59.1%+26.2pp | 69.1%+16.2pp | 69.0%+16.3pp |
| Annual return | 7.90% | 12.36%-4.5pp | 78.04%-70.1pp | 169.23%-161.3pp |
| Employer contribution / active EE | $617 | $803-23.2% | $1,924-67.9% | $1,963-68.5% |
| Participant deferral / active EE | $1,498 | $2,064-27.4% | $2,794-46.4% | $3,054-51.0% |
| Admin fee / account holder | $11 | $650-98.2% | $4,815-99.8% | $504-97.7% |