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 | $2,069 |
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 | $199,245 | $70,908+181.0% | $98,907+101.4% | $73,488+171.1% |
| Participation rate | 71.2% | 73.8%-2.6pp | 76.0%-4.9pp | 70.7%+0.5pp |
| Annual return | 21.33% | 34.17%-12.8pp | 196.43%-175.1pp | 28.51%-7.2pp |
| Employer contribution / active EE | $1,152 | $2,036-43.4% | $2,689-57.2% | $2,270-49.3% |
| Participant deferral / active EE | $4,501 | $3,500+28.6% | $4,244+6.1% | $3,740+20.4% |
| Admin fee / account holder | $25 | $535-95.4% | $6,642-99.6% | $513-95.2% |