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 | $250 |
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 | $181,233 | $55,453+226.8% | $170,442+6.3% | $62,292+190.9% |
| Participation rate | 86.4% | 66.4%+20.1pp | 83.6%+2.8pp | 69.5%+16.9pp |
| Annual return | 21.60% | 21.38%+0.2pp | 205.93%-184.3pp | 28.90%-7.3pp |
| Employer contribution / active EE | $6,898 | $2,164+218.8% | $5,433+27.0% | $2,042+237.8% |
| Participant deferral / active EE | $5,702 | $2,303+147.6% | $4,939+15.4% | $3,169+79.9% |
| Admin fee / account holder | $2 | $455-99.5% | $13,880-100.0% | $479-99.5% |