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 | $919 |
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 | $34,198 | $58,083-41.1% | $80,019-57.3% | $56,287-39.2% |
| Participation rate | 86.1% | 73.6%+12.5pp | 75.8%+10.3pp | 69.9%+16.3pp |
| Annual return | -1.80% | 34.61%-36.4pp | 11.22%-13.0pp | -9.96%+8.2pp |
| Employer contribution / active EE | $675 | $1,932-65.1% | $2,468-72.7% | $2,111-68.0% |
| Participant deferral / active EE | $2,421 | $3,135-22.8% | $3,686-34.3% | $3,350-27.7% |
| Admin fee / account holder | $8 | $623-98.8% | $6,521-99.9% | $521-98.5% |