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 | $200 |
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 | $51,109 | $58,577-12.7% | $83,333-38.7% | $64,186-20.4% |
| Participation rate | 89.2% | 72.0%+17.2pp | 77.8%+11.5pp | 69.6%+19.7pp |
| Annual return | -2.86% | 9.65%-12.5pp | 10.63%-13.5pp | 7.63%-10.5pp |
| Employer contribution / active EE | $3,704 | $2,098+76.5% | $3,379+9.6% | $2,381+55.6% |
| Participant deferral / active EE | $11,589 | $4,654+149.0% | $5,565+108.3% | $3,470+234.0% |
| Admin fee / account holder | $2 | $9,275-100.0% | $7,510-100.0% | $4,888-100.0% |