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 7-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 | $1,875 |
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 | $88,479 | $59,186+49.5% | $76,768+15.3% | $56,287+57.2% |
| Participation rate | 71.2% | 75.2%-4.0pp | 77.0%-5.8pp | 69.9%+1.3pp |
| Annual return | -5.69% | 6.62%-12.3pp | 2.43%-8.1pp | -9.96%+4.3pp |
| Employer contribution / active EE | $2,044 | $1,759+16.2% | $2,485-17.8% | $2,111-3.2% |
| Participant deferral / active EE | $5,182 | $3,255+59.2% | $3,852+34.5% | $3,350+54.7% |
| Admin fee / account holder | $16 | $489-96.7% | $6,675-99.8% | $521-96.9% |