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 | $541 |
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 | $153,003 | $80,753+89.5% | $136,294+12.3% | $62,292+145.6% |
| Participation rate | 96.1% | 73.5%+22.6pp | 81.9%+14.2pp | 69.5%+26.6pp |
| Annual return | 21.71% | 35.83%-14.1pp | 5155.94%-5134.2pp | 28.90%-7.2pp |
| Employer contribution / active EE | $1,856 | $2,884-35.6% | $4,695-60.5% | $2,042-9.1% |
| Participant deferral / active EE | $7,718 | $5,164+49.5% | $6,247+23.5% | $3,169+143.5% |
| Admin fee / account holder | $1 | $525-99.8% | $9,243-100.0% | $479-99.8% |