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 | $975 |
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 | $59,432 | $52,953+12.2% | $172,739-65.6% | $65,185-8.8% |
| Participation rate | 83.5% | 66.2%+17.3pp | 82.6%+0.8pp | 70.2%+13.3pp |
| Annual return | 23.19% | 30.12%-6.9pp | 802.84%-779.6pp | 29.38%-6.2pp |
| Employer contribution / active EE | $2,288 | $2,190+4.5% | $5,143-55.5% | $2,177+5.1% |
| Participant deferral / active EE | $4,223 | $2,471+70.9% | $5,198-18.7% | $3,514+20.2% |
| Admin fee / account holder | $7 | $472-98.4% | $13,954-99.9% | $847-99.1% |