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 7-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 | $0 |
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 | $79,242 | $78,852+0.5% | $76,768+3.2% | $75,289+5.3% |
| Participation rate | 98.1% | 85.0%+13.1pp | 77.0%+21.1pp | 72.4%+25.7pp |
| Annual return | -4.54% | -1.29%-3.3pp | 2.43%-7.0pp | -0.04%-4.5pp |
| Employer contribution / active EE | $3,190 | $2,794+14.2% | $2,485+28.4% | $2,405+32.7% |
| Participant deferral / active EE | $4,885 | $4,800+1.8% | $3,852+26.8% | $3,739+30.7% |
| Admin fee / account holder | $0 | $79-100.0% | $6,675-100.0% | $102-100.0% |