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 | $1,075 |
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 | $130,456 | $89,652+45.5% | $141,162-7.6% | $65,185+100.1% |
| Participation rate | 88.5% | 74.7%+13.8pp | 82.5%+6.0pp | 70.2%+18.3pp |
| Annual return | 32.58% | 32.79%-0.2pp | 71.39%-38.8pp | 29.38%+3.2pp |
| Employer contribution / active EE | $3,539 | $3,065+15.5% | $4,735-25.3% | $2,177+62.6% |
| Participant deferral / active EE | $14,984 | $5,691+163.3% | $6,709+123.3% | $3,514+326.4% |
| Admin fee / account holder | $4 | $569-99.2% | $10,261-100.0% | $847-99.5% |