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 | -$774 |
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 | $202,536 | $54,320+272.9% | $67,652+199.4% | $52,331+287.0% |
| Participation rate | 91.3% | 73.6%+17.7pp | 75.7%+15.6pp | 68.1%+23.2pp |
| Annual return | -0.47% | 6.81%-7.3pp | 6625.04%-6625.5pp | 4.54%-5.0pp |
| Employer contribution / active EE | $6,431 | $1,544+316.6% | $2,266+183.9% | $1,882+241.8% |
| Participant deferral / active EE | $1,460 | $2,950-50.5% | $3,560-59.0% | $3,022-51.7% |
| Admin fee / account holder | $10 | $527-98.1% | $4,821-99.8% | $592-98.3% |