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 | $1,000 |
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 | $173,098 | $65,376+164.8% | $87,100+98.7% | $65,185+165.6% |
| Participation rate | 84.1% | 75.3%+8.7pp | 76.9%+7.2pp | 70.2%+13.9pp |
| Annual return | 24.02% | 31.27%-7.3pp | 28.19%-4.2pp | 29.38%-5.4pp |
| Employer contribution / active EE | $3,355 | $1,822+84.1% | $2,521+33.1% | $2,177+54.2% |
| Participant deferral / active EE | $7,929 | $3,388+134.0% | $4,049+95.9% | $3,514+125.7% |
| Admin fee / account holder | $8 | $520-98.4% | $7,497-99.9% | $847-99.0% |