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 | $1,068 |
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 | $120,567 | $118,971+1.3% | $112,977+6.7% | $73,488+64.1% |
| Participation rate | 90.5% | 83.3%+7.2pp | 82.6%+8.0pp | 70.7%+19.8pp |
| Annual return | 24.76% | 17.79%+7.0pp | 24.24%+0.5pp | 28.51%-3.8pp |
| Employer contribution / active EE | $1,608 | $4,091-60.7% | $4,255-62.2% | $2,270-29.1% |
| Participant deferral / active EE | $7,104 | $6,133+15.8% | $5,836+21.7% | $3,740+90.0% |
| Admin fee / account holder | $9 | $573-98.4% | $6,294-99.9% | $513-98.3% |