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 | -$22,443 |
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 | $128,342 | $61,473+108.8% | $81,930+56.6% | $73,409+74.8% |
| Participation rate | 95.4% | 72.4%+23.0pp | 72.0%+23.4pp | 72.2%+23.2pp |
| Annual return | 19.86% | 28.26%-8.4pp | 29.49%-9.6pp | 59.29%-39.4pp |
| Employer contribution / active EE | $1,881 | $1,898-0.9% | $4,310-56.3% | $2,234-15.8% |
| Participant deferral / active EE | $4,311 | $3,080+40.0% | $7,107-39.3% | $3,805+13.3% |
| Admin fee / account holder | -$42 | $125-133.5% | $5,158-100.8% | $158-126.6% |