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 | $91,173 | $70,002+30.2% | $115,037-20.7% | $52,331+74.2% |
| Participation rate | 82.0% | 72.1%+9.9pp | 81.4%+0.6pp | 68.1%+13.9pp |
| Annual return | 4.15% | 4.04%+0.1pp | 26.14%-22.0pp | 4.54%-0.4pp |
| Employer contribution / active EE | $3,963 | $2,715+46.0% | $4,608-14.0% | $1,882+110.6% |
| Participant deferral / active EE | $4,787 | $4,920-2.7% | $6,026-20.6% | $3,022+58.4% |
| Admin fee / account holder | $3 | $566-99.5% | $8,175-100.0% | $592-99.5% |