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 | $1,844 |
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 | $78,241 | $89,652-12.7% | $141,162-44.6% | $65,185+20.0% |
| Participation rate | 96.2% | 74.7%+21.4pp | 82.5%+13.7pp | 70.2%+26.0pp |
| Annual return | 22.94% | 32.79%-9.9pp | 71.39%-48.4pp | 29.38%-6.4pp |
| Employer contribution / active EE | $4,274 | $3,065+39.5% | $4,735-9.7% | $2,177+96.4% |
| Participant deferral / active EE | $11,041 | $5,691+94.0% | $6,709+64.6% | $3,514+214.2% |
| Admin fee / account holder | $9 | $569-98.5% | $10,261-99.9% | $847-99.0% |