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 | $781 |
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 | $101,925 | $80,753+26.2% | $136,294-25.2% | $62,292+63.6% |
| Participation rate | 96.8% | 73.5%+23.2pp | 81.9%+14.8pp | 69.5%+27.2pp |
| Annual return | 19.25% | 35.83%-16.6pp | 5155.94%-5136.7pp | 28.90%-9.7pp |
| Employer contribution / active EE | $2,549 | $2,884-11.6% | $4,695-45.7% | $2,042+24.8% |
| Participant deferral / active EE | $7,691 | $5,164+48.9% | $6,247+23.1% | $3,169+142.7% |
| Admin fee / account holder | $4 | $525-99.3% | $9,243-100.0% | $479-99.2% |