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 | $1,150 |
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 | $57,610 | $48,313+19.2% | $73,307-21.4% | $52,331+10.1% |
| Participation rate | 94.0% | 68.6%+25.4pp | 74.9%+19.0pp | 68.1%+25.9pp |
| Annual return | 1.26% | 3.85%-2.6pp | 5.67%-4.4pp | 4.54%-3.3pp |
| Employer contribution / active EE | $1,784 | $1,661+7.4% | $3,237-44.9% | $1,882-5.2% |
| Participant deferral / active EE | $8,656 | $4,189+106.7% | $4,991+73.4% | $3,022+186.4% |
| Admin fee / account holder | $6 | $404-98.5% | $5,637-99.9% | $592-99.0% |