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 | $150 |
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 | $120,642 | $58,083+107.7% | $80,019+50.8% | $56,287+114.3% |
| Participation rate | 94.8% | 73.6%+21.2pp | 75.8%+19.0pp | 69.9%+25.0pp |
| Annual return | -6.67% | 34.61%-41.3pp | 11.22%-17.9pp | -9.96%+3.3pp |
| Employer contribution / active EE | $6,726 | $1,932+248.1% | $2,468+172.5% | $2,111+218.6% |
| Participant deferral / active EE | $13,446 | $3,135+328.9% | $3,686+264.8% | $3,350+301.4% |
| Admin fee / account holder | $1 | $623-99.8% | $6,521-100.0% | $521-99.8% |