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 | $150 |
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 | $95,375 | $77,813+22.6% | $123,544-22.8% | $64,186+48.6% |
| Participation rate | 97.5% | 74.7%+22.8pp | 82.3%+15.2pp | 69.6%+27.9pp |
| Annual return | -5.56% | 12.48%-18.0pp | 119.20%-124.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $957 | $3,014-68.2% | $4,628-79.3% | $2,381-59.8% |
| Participant deferral / active EE | $6,748 | $5,240+28.8% | $6,426+5.0% | $3,470+94.5% |
| Admin fee / account holder | $1 | $5,519-100.0% | $9,284-100.0% | $4,888-100.0% |