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 | -$1,508 |
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 | $153,786 | $76,552+100.9% | $123,892+24.1% | $62,891+144.5% |
| Participation rate | 97.7% | 73.0%+24.7pp | 81.4%+16.3pp | 69.3%+28.4pp |
| Annual return | 17.80% | 18.68%-0.9pp | 47.52%-29.7pp | 20.14%-2.3pp |
| Employer contribution / active EE | $4,748 | $2,883+64.7% | $4,617+2.8% | $2,281+108.2% |
| Participant deferral / active EE | $8,797 | $4,840+81.8% | $5,984+47.0% | $3,203+174.7% |
| Admin fee / account holder | -$11 | $4,826-100.2% | $8,357-100.1% | $4,296-100.3% |