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 | -$556 |
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 | $47,182 | $46,423+1.6% | $75,886-37.8% | $67,579-30.2% |
| Participation rate | 96.5% | 63.1%+33.4pp | 69.3%+27.2pp | 71.3%+25.2pp |
| Annual return | 22.26% | 32.29%-10.0pp | 30.76%-8.5pp | 378.56%-356.3pp |
| Employer contribution / active EE | $1,336 | $1,406-5.0% | $2,500-46.6% | $2,148-37.8% |
| Participant deferral / active EE | $4,139 | $2,564+61.4% | $3,603+14.9% | $3,539+17.0% |
| Admin fee / account holder | -$2 | $132-101.3% | $5,418-100.0% | $142-101.2% |