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 | $456 |
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 | $107,988 | $98,750+9.4% | $149,696-27.9% | $79,858+35.2% |
| Participation rate | 87.0% | 75.8%+11.2pp | 82.5%+4.5pp | 69.6%+17.3pp |
| Annual return | 15.10% | 27.43%-12.3pp | 276.60%-261.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $4,567 | $3,216+42.0% | $4,644-1.7% | $2,471+84.8% |
| Participant deferral / active EE | $7,295 | $5,680+28.4% | $6,842+6.6% | $3,740+95.1% |
| Admin fee / account holder | $3 | $6,053-99.9% | $9,309-100.0% | $5,306-99.9% |