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 | $375 |
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 | $65,533 | $80,753-18.8% | $136,294-51.9% | $62,292+5.2% |
| Participation rate | 95.4% | 73.5%+21.9pp | 81.9%+13.5pp | 69.5%+25.9pp |
| Annual return | 18.41% | 35.83%-17.4pp | 5155.94%-5137.5pp | 28.90%-10.5pp |
| Employer contribution / active EE | $3,321 | $2,884+15.2% | $4,695-29.3% | $2,042+62.6% |
| Participant deferral / active EE | $14,143 | $5,164+173.9% | $6,247+126.4% | $3,169+346.3% |
| Admin fee / account holder | $1 | $525-99.8% | $9,243-100.0% | $479-99.7% |