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 8-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 | $4,260 |
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 | $54,566 | $81,474-33.0% | $133,956-59.3% | $73,488-25.7% |
| Participation rate | 94.1% | 76.4%+17.8pp | 79.8%+14.3pp | 70.7%+23.4pp |
| Annual return | 15.71% | 19.40%-3.7pp | 45.09%-29.4pp | 28.51%-12.8pp |
| Employer contribution / active EE | $2,208 | $2,209-0.1% | $3,919-43.7% | $2,270-2.7% |
| Participant deferral / active EE | $5,207 | $3,786+37.5% | $5,048+3.2% | $3,740+39.2% |
| Admin fee / account holder | $35 | $713-95.0% | $8,927-99.6% | $513-93.1% |