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 | $5,975 |
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 | $48,515 | $56,629-14.3% | $77,999-37.8% | $55,167-12.1% |
| Participation rate | 76.8% | 73.3%+3.5pp | 75.5%+1.3pp | 69.0%+7.8pp |
| Annual return | 6.53% | 2866.98%-2860.5pp | 425.96%-419.4pp | 169.23%-162.7pp |
| Employer contribution / active EE | $2,148 | $1,723+24.6% | $2,470-13.1% | $1,963+9.4% |
| Participant deferral / active EE | $6,952 | $2,777+150.3% | $3,497+98.8% | $3,054+127.6% |
| Admin fee / account holder | $30 | $467-93.6% | $5,480-99.5% | $504-94.1% |