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 | $1,456 |
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 | $141,050 | $57,921+143.5% | $84,750+66.4% | $57,658+144.6% |
| Participation rate | 93.9% | 72.9%+21.0pp | 76.6%+17.3pp | 70.2%+23.7pp |
| Annual return | 5.98% | 10.24%-4.3pp | 22.78%-16.8pp | 5.13%+0.8pp |
| Employer contribution / active EE | $3,506 | $2,598+34.9% | $3,574-1.9% | $1,974+77.6% |
| Participant deferral / active EE | $7,352 | $2,742+168.1% | $3,712+98.1% | $3,061+140.2% |
| Admin fee / account holder | $4 | $130-96.6% | $5,332-99.9% | $95-95.3% |