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 | $719 |
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 | $139,583 | $37,591+271.3% | $90,645+54.0% | $55,725+150.5% |
| Participation rate | 95.3% | 66.4%+28.9pp | 74.0%+21.3pp | 70.9%+24.4pp |
| Annual return | -5.48% | -3.20%-2.3pp | 1.88%-7.4pp | 244.93%-250.4pp |
| Employer contribution / active EE | $4,507 | $1,302+246.2% | $2,532+78.0% | $2,078+116.9% |
| Participant deferral / active EE | $8,553 | $2,643+223.6% | $3,425+149.8% | $3,356+154.9% |
| Admin fee / account holder | $1 | $100-99.3% | $4,994-100.0% | $115-99.4% |