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 | $2,695 |
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 | $103,763 | $45,283+129.1% | $155,790-33.4% | $52,331+98.3% |
| Participation rate | 90.1% | 62.2%+27.9pp | 76.1%+14.0pp | 68.1%+22.0pp |
| Annual return | 1.28% | 1.80%-0.5pp | 71.54%-70.3pp | 4.54%-3.3pp |
| Employer contribution / active EE | $3,050 | $1,329+129.5% | $3,836-20.5% | $1,882+62.1% |
| Participant deferral / active EE | $8,075 | $2,854+182.9% | $4,797+68.3% | $3,022+167.2% |
| Admin fee / account holder | $14 | $981-98.6% | $7,478-99.8% | $592-97.7% |