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 | $606 |
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 | $182,230 | $70,908+157.0% | $98,907+84.2% | $73,488+148.0% |
| Participation rate | 95.2% | 73.8%+21.4pp | 76.0%+19.1pp | 70.7%+24.5pp |
| Annual return | 22.14% | 34.17%-12.0pp | 196.43%-174.3pp | 28.51%-6.4pp |
| Employer contribution / active EE | $2,615 | $2,036+28.4% | $2,689-2.8% | $2,270+15.2% |
| Participant deferral / active EE | $13,283 | $3,500+279.5% | $4,244+213.0% | $3,740+255.2% |
| Admin fee / account holder | $18 | $535-96.7% | $6,642-99.7% | $513-96.6% |