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 | -$5,372 |
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 | $60,716 | $155,795-61.0% | $136,294-55.5% | $69,631-12.8% |
| Participation rate | 97.4% | 75.2%+22.2pp | 81.9%+15.5pp | 70.7%+26.8pp |
| Annual return | 21.61% | 232464.33%-232442.7pp | 5155.94%-5134.3pp | 27571.02%-27549.4pp |
| Employer contribution / active EE | $3,272 | $2,991+9.4% | $4,695-30.3% | $2,032+61.0% |
| Participant deferral / active EE | $7,792 | $5,394+44.5% | $6,247+24.7% | $3,224+141.7% |
| Admin fee / account holder | -$6 | $128-104.4% | $9,243-100.1% | $110-105.1% |