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 | $96,279 | $89,355+7.7% | $141,162-31.8% | $72,985+31.9% |
| Participation rate | 84.9% | 75.1%+9.8pp | 82.5%+2.4pp | 69.5%+15.4pp |
| Annual return | 22.87% | 111.85%-89.0pp | 71.39%-48.5pp | 81.00%-58.1pp |
| Employer contribution / active EE | $4,182 | $3,114+34.3% | $4,735-11.7% | $2,440+71.4% |
| Participant deferral / active EE | $6,468 | $5,418+19.4% | $6,709-3.6% | $3,607+79.3% |
| Admin fee / account holder | $2 | $5,958-100.0% | $10,261-100.0% | $5,124-100.0% |