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 35-0145825 | Loan Processing | $1,908 |
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 | $79,617 | $100,801-21.0% | $149,696-46.8% | $73,409+8.5% |
| Participation rate | 84.6% | 77.7%+7.0pp | 82.5%+2.2pp | 72.2%+12.5pp |
| Annual return | 14.50% | 265.34%-250.8pp | 276.60%-262.1pp | 59.29%-44.8pp |
| Employer contribution / active EE | $776 | $3,312-76.6% | $4,644-83.3% | $2,234-65.3% |
| Participant deferral / active EE | $3,185 | $6,404-50.3% | $6,842-53.5% | $3,805-16.3% |
| Admin fee / account holder | $3 | $181-98.3% | $9,309-100.0% | $158-98.0% |