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 | $40,055 | $62,002-35.4% | $93,606-57.2% | - |
| Participation rate | 88.9% | 71.3%+17.6pp | 75.8%+13.1pp | - |
| Annual return | 25.29% | 20.75%+4.5pp | 32.76%-7.5pp | - |
| Employer contribution / active EE | $718 | $1,327-45.9% | $2,718-73.6% | - |
| Participant deferral / active EE | $2,605 | $2,563+1.7% | $4,069-36.0% | - |
| Admin fee / account holder | $8 | $6,149-99.9% | $7,888-99.9% | - |