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 | $1,369 |
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 | $64,310 | $80,177-19.8% | $123,892-48.1% | $57,658+11.5% |
| Participation rate | 94.9% | 74.4%+20.5pp | 81.4%+13.5pp | 70.2%+24.7pp |
| Annual return | 11.70% | 17.90%-6.2pp | 47.52%-35.8pp | 5.13%+6.6pp |
| Employer contribution / active EE | $4,301 | $2,913+47.7% | $4,617-6.8% | $1,974+117.9% |
| Participant deferral / active EE | $8,937 | $5,130+74.2% | $5,984+49.3% | $3,061+192.0% |
| Admin fee / account holder | $3 | $106-97.0% | $8,357-100.0% | $95-96.6% |