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 | $1,206 |
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 | $114,385 | $45,825+149.6% | $90,645+26.2% | $56,287+103.2% |
| Participation rate | 96.1% | 66.7%+29.4pp | 74.0%+22.1pp | 69.9%+26.3pp |
| Annual return | -6.55% | 38.64%-45.2pp | 1.88%-8.4pp | -9.96%+3.4pp |
| Employer contribution / active EE | $3,211 | $1,372+134.0% | $2,532+26.8% | $2,111+52.1% |
| Participant deferral / active EE | $4,621 | $2,562+80.3% | $3,425+34.9% | $3,350+37.9% |
| Admin fee / account holder | $9 | $413-97.9% | $4,994-99.8% | $521-98.3% |