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 | $350 |
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 | $56,909 | $73,102-22.2% | $123,544-53.9% | $56,287+1.1% |
| Participation rate | 80.7% | 74.3%+6.4pp | 82.3%-1.6pp | 69.9%+10.9pp |
| Annual return | -6.69% | 3.01%-9.7pp | 119.20%-125.9pp | -9.96%+3.3pp |
| Employer contribution / active EE | $3,041 | $2,977+2.1% | $4,628-34.3% | $2,111+44.0% |
| Participant deferral / active EE | $8,795 | $5,423+62.2% | $6,426+36.9% | $3,350+162.6% |
| Admin fee / account holder | $1 | $554-99.8% | $9,284-100.0% | $521-99.7% |