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 | $2,200 |
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 | $35,311 | $51,466-31.4% | $78,778-55.2% | $62,292-43.3% |
| Participation rate | 71.7% | 59.8%+11.9pp | 69.2%+2.5pp | 69.5%+2.2pp |
| Annual return | 16.64% | 19.96%-3.3pp | 35.62%-19.0pp | 28.90%-12.3pp |
| Employer contribution / active EE | $1,012 | $827+22.3% | $1,986-49.0% | $2,042-50.5% |
| Participant deferral / active EE | $1,143 | $2,147-46.8% | $2,958-61.4% | $3,169-63.9% |
| Admin fee / account holder | $13 | $489-97.3% | $5,134-99.7% | $479-97.3% |