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 | $1,700 |
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 | $33,494 | $37,117-9.8% | $147,614-77.3% | $55,191-39.3% |
| Participation rate | 96.0% | 63.6%+32.3pp | 84.6%+11.3pp | 69.2%+26.8pp |
| Annual return | 0.02% | 3.44%-3.4pp | 61.98%-62.0pp | 10.78%-10.8pp |
| Employer contribution / active EE | $2,239 | $1,620+38.2% | $5,564-59.8% | $1,899+17.9% |
| Participant deferral / active EE | $3,350 | $1,985+68.7% | $4,895-31.6% | $3,046+10.0% |
| Admin fee / account holder | $4 | $86-95.9% | $11,611-100.0% | $91-96.1% |