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 | $3,653 |
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 | $25,166 | $65,395-61.5% | $182,532-86.2% | $72,985-65.5% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 24.39% | 27.68%-3.3pp | 148.54%-124.1pp | 81.00%-56.6pp |
| Employer contribution / active EE | $4,809 | $1,911+151.6% | $4,076+18.0% | $2,440+97.1% |
| Participant deferral / active EE | $2,085 | $3,563-41.5% | $5,524-62.2% | $3,607-42.2% |
| Admin fee / account holder | $44 | $4,245-99.0% | $8,592-99.5% | $5,124-99.1% |