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 | $400 |
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 | $49,570 | $81,208-39.0% | $98,907-49.9% | $79,858-37.9% |
| Participation rate | 91.8% | 72.5%+19.3pp | 76.0%+15.8pp | 69.6%+22.2pp |
| Annual return | 16.95% | 60.99%-44.0pp | 196.43%-179.5pp | 31.71%-14.8pp |
| Employer contribution / active EE | $776 | $1,960-60.4% | $2,689-71.2% | $2,471-68.6% |
| Participant deferral / active EE | $2,734 | $3,265-16.3% | $4,244-35.6% | $3,740-26.9% |
| Admin fee / account holder | $4 | $6,013-99.9% | $6,642-99.9% | $5,306-99.9% |