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 | $1,300 |
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 | $112,166 | $58,577+91.5% | $83,333+34.6% | $64,186+74.8% |
| Participation rate | 71.6% | 72.0%-0.4pp | 77.8%-6.1pp | 69.6%+2.1pp |
| Annual return | -5.20% | 9.65%-14.9pp | 10.63%-15.8pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,031 | $2,098-50.9% | $3,379-69.5% | $2,381-56.7% |
| Participant deferral / active EE | $4,054 | $4,654-12.9% | $5,565-27.2% | $3,470+16.8% |
| Admin fee / account holder | $66 | $9,275-99.3% | $7,510-99.1% | $4,888-98.6% |