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 | $2,385 |
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 | $78,291 | $80,177-2.4% | $123,892-36.8% | $57,658+35.8% |
| Participation rate | 83.5% | 74.4%+9.1pp | 81.4%+2.1pp | 70.2%+13.3pp |
| Annual return | 17.69% | 17.90%-0.2pp | 47.52%-29.8pp | 5.13%+12.6pp |
| Employer contribution / active EE | $5,485 | $2,913+88.3% | $4,617+18.8% | $1,974+177.9% |
| Participant deferral / active EE | $8,538 | $5,130+66.4% | $5,984+42.7% | $3,061+179.0% |
| Admin fee / account holder | $79 | $106-25.8% | $8,357-99.1% | $95-16.6% |