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 | $3,081 |
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 | $70,629 | $57,108+23.7% | $94,224-25.0% | $52,331+35.0% |
| Participation rate | 99.5% | 72.9%+26.6pp | 78.8%+20.7pp | 68.1%+31.4pp |
| Annual return | 1.28% | 1.47%-0.2pp | 10.68%-9.4pp | 4.54%-3.3pp |
| Employer contribution / active EE | $3,800 | $1,735+119.0% | $3,587+5.9% | $1,882+101.9% |
| Participant deferral / active EE | $10,367 | $3,040+241.1% | $4,320+140.0% | $3,022+243.0% |
| Admin fee / account holder | $14 | $546-97.5% | $6,269-99.8% | $592-97.7% |