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 | -$4,391 |
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 | $114,815 | $65,376+75.6% | $87,100+31.8% | $65,185+76.1% |
| Participation rate | 79.4% | 75.3%+4.1pp | 76.9%+2.6pp | 70.2%+9.2pp |
| Annual return | 22.65% | 31.27%-8.6pp | 28.19%-5.5pp | 29.38%-6.7pp |
| Employer contribution / active EE | $2,541 | $1,822+39.4% | $2,521+0.8% | $2,177+16.7% |
| Participant deferral / active EE | $4,763 | $3,388+40.6% | $4,049+17.6% | $3,514+35.5% |
| Admin fee / account holder | $9 | $520-98.2% | $7,497-99.9% | $847-98.9% |