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 | $275 |
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 | $126,514 | $80,753+56.7% | $136,294-7.2% | $62,292+103.1% |
| Participation rate | 87.8% | 73.5%+14.2pp | 81.9%+5.8pp | 69.5%+18.2pp |
| Annual return | 19.84% | 35.83%-16.0pp | 5155.94%-5136.1pp | 28.90%-9.1pp |
| Employer contribution / active EE | $1,113 | $2,884-61.4% | $4,695-76.3% | $2,042-45.5% |
| Participant deferral / active EE | $8,195 | $5,164+58.7% | $6,247+31.2% | $3,169+158.6% |
| Admin fee / account holder | $1 | $525-99.7% | $9,243-100.0% | $479-99.7% |