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 | $1,656 |
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 | $56,603 | $71,192-20.5% | $117,854-52.0% | $62,292-9.1% |
| Participation rate | 91.9% | 74.2%+17.7pp | 79.7%+12.3pp | 69.5%+22.4pp |
| Annual return | 16.92% | 18.66%-1.7pp | 335.08%-318.2pp | 28.90%-12.0pp |
| Employer contribution / active EE | $1,070 | $1,934-44.7% | $3,786-71.7% | $2,042-47.6% |
| Participant deferral / active EE | $4,357 | $3,189+36.6% | $4,482-2.8% | $3,169+37.5% |
| Admin fee / account holder | $11 | $587-98.2% | $8,020-99.9% | $479-97.8% |