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 | $2,175 |
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 | $74,142 | $59,535+24.5% | $90,160-17.8% | $62,292+19.0% |
| Participation rate | 95.6% | 73.0%+22.5pp | 76.9%+18.7pp | 69.5%+26.1pp |
| Annual return | 15.74% | 23.53%-7.8pp | 34.88%-19.1pp | 28.90%-13.2pp |
| Employer contribution / active EE | $1,733 | $1,826-5.1% | $3,318-47.8% | $2,042-15.2% |
| Participant deferral / active EE | $8,758 | $4,639+88.8% | $5,288+65.6% | $3,169+176.4% |
| Admin fee / account holder | $12 | $337-96.5% | $5,943-99.8% | $479-97.6% |