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 | $2,469 |
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 | $178,356 | $64,909+174.8% | $82,313+116.7% | $62,292+186.3% |
| Participation rate | 94.9% | 74.9%+20.0pp | 76.9%+18.0pp | 69.5%+25.3pp |
| Annual return | 18.93% | 21.18%-2.3pp | 25.88%-6.9pp | 28.90%-10.0pp |
| Employer contribution / active EE | $3,424 | $1,676+104.3% | $2,428+41.0% | $2,042+67.7% |
| Participant deferral / active EE | $9,794 | $3,103+215.6% | $3,706+164.3% | $3,169+209.1% |
| Admin fee / account holder | $10 | $440-97.8% | $5,608-99.8% | $479-98.0% |