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 | $5,676 |
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 | $91,705 | $66,601+37.7% | $92,893-1.3% | $67,579+35.7% |
| Participation rate | 93.3% | 72.5%+20.8pp | 76.0%+17.3pp | 71.3%+22.0pp |
| Annual return | 23.41% | 92.58%-69.2pp | 109.41%-86.0pp | 378.56%-355.1pp |
| Employer contribution / active EE | $2,475 | $2,775-10.8% | $3,653-32.2% | $2,148+15.2% |
| Participant deferral / active EE | $7,001 | $3,157+121.8% | $4,236+65.3% | $3,539+97.8% |
| Admin fee / account holder | $18 | $199-91.0% | $5,794-99.7% | $142-87.4% |