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 | $500 |
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 | $52,578 | $57,108-7.9% | $94,224-44.2% | $52,331+0.5% |
| Participation rate | 74.6% | 72.9%+1.7pp | 78.8%-4.1pp | 68.1%+6.5pp |
| Annual return | 1.02% | 1.47%-0.4pp | 10.68%-9.7pp | 4.54%-3.5pp |
| Employer contribution / active EE | $1,547 | $1,735-10.9% | $3,587-56.9% | $1,882-17.8% |
| Participant deferral / active EE | $5,884 | $3,040+93.6% | $4,320+36.2% | $3,022+94.7% |
| Admin fee / account holder | $4 | $546-99.3% | $6,269-99.9% | $592-99.4% |