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 | $2,704 |
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 | $76,242 | $51,244+48.8% | $80,975-5.8% | $55,167+38.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.0%+31.0pp |
| Annual return | 9.67% | 17.39%-7.7pp | 17.10%-7.4pp | 169.23%-159.6pp |
| Employer contribution / active EE | $2,964 | $1,770+67.4% | $3,714-20.2% | $1,963+51.0% |
| Participant deferral / active EE | $6,908 | $4,418+56.4% | $5,696+21.3% | $3,054+126.2% |
| Admin fee / account holder | $17 | $398-95.7% | $5,516-99.7% | $504-96.6% |