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 | $5,746 |
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 | $103,593 | $91,517+13.2% | $101,248+2.3% | $73,409+41.1% |
| Participation rate | 97.3% | 73.8%+23.5pp | 75.8%+21.5pp | 72.2%+25.2pp |
| Annual return | 25.16% | 17.17%+8.0pp | 46.47%-21.3pp | 59.29%-34.1pp |
| Employer contribution / active EE | $2,851 | $2,877-0.9% | $3,660-22.1% | $2,234+27.6% |
| Participant deferral / active EE | $7,438 | $3,338+122.8% | $4,370+70.2% | $3,805+95.5% |
| Admin fee / account holder | $22 | $216-89.9% | $5,945-99.6% | $158-86.2% |