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 | -$10,231 |
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 | $160,359 | $85,766+87.0% | $136,294+17.7% | $70,131+128.7% |
| Participation rate | 97.7% | 74.2%+23.6pp | 81.9%+15.8pp | 69.5%+28.2pp |
| Annual return | 16.26% | 31.45%-15.2pp | 5155.94%-5139.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $5,669 | $2,966+91.1% | $4,695+20.7% | $2,342+142.0% |
| Participant deferral / active EE | $8,981 | $5,051+77.8% | $6,247+43.8% | $3,332+169.6% |
| Admin fee / account holder | -$71 | $5,420-101.3% | $9,243-100.8% | $4,645-101.5% |