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 | $7,363 |
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 | $97,761 | $55,790+75.2% | $76,817+27.3% | $67,579+44.7% |
| Participation rate | 90.0% | 71.1%+18.9pp | 72.1%+18.0pp | 71.3%+18.8pp |
| Annual return | 27.05% | 64.45%-37.4pp | 1166.11%-1139.1pp | 378.56%-351.5pp |
| Employer contribution / active EE | $4,228 | $1,810+133.6% | $2,302+83.7% | $2,148+96.9% |
| Participant deferral / active EE | $7,136 | $2,875+148.2% | $3,336+113.9% | $3,539+101.6% |
| Admin fee / account holder | $20 | $159-87.4% | $6,420-99.7% | $142-85.9% |