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 | $3,872 |
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 | $76,214 | $91,552-16.8% | $133,956-43.1% | $79,858-4.6% |
| Participation rate | 93.4% | 73.3%+20.1pp | 79.8%+13.6pp | 69.6%+23.8pp |
| Annual return | 13.37% | 61.85%-48.5pp | 45.09%-31.7pp | 31.71%-18.3pp |
| Employer contribution / active EE | $2,325 | $2,384-2.4% | $3,919-40.7% | $2,471-5.9% |
| Participant deferral / active EE | $10,540 | $3,733+182.3% | $5,048+108.8% | $3,740+181.8% |
| Admin fee / account holder | $29 | $6,321-99.5% | $8,927-99.7% | $5,306-99.5% |