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 | $431 |
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 | $99,147 | $70,002+41.6% | $115,037-13.8% | $52,331+89.5% |
| Participation rate | 90.2% | 72.1%+18.1pp | 81.4%+8.9pp | 68.1%+22.1pp |
| Annual return | 2.84% | 4.04%-1.2pp | 26.14%-23.3pp | 4.54%-1.7pp |
| Employer contribution / active EE | $1,277 | $2,715-53.0% | $4,608-72.3% | $1,882-32.1% |
| Participant deferral / active EE | $8,666 | $4,920+76.1% | $6,026+43.8% | $3,022+186.7% |
| Admin fee / account holder | $2 | $566-99.6% | $8,175-100.0% | $592-99.6% |