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 | $1,175 |
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 | $71,282 | $75,183-5.2% | $123,892-42.5% | $55,167+29.2% |
| Participation rate | 72.9% | 72.8%+0.1pp | 81.4%-8.5pp | 69.0%+3.9pp |
| Annual return | 10.12% | 19.01%-8.9pp | 47.52%-37.4pp | 169.23%-159.1pp |
| Employer contribution / active EE | $1,627 | $2,823-42.4% | $4,617-64.8% | $1,963-17.1% |
| Participant deferral / active EE | $8,227 | $5,084+61.8% | $5,984+37.5% | $3,054+169.4% |
| Admin fee / account holder | $21 | $663-96.8% | $8,357-99.7% | $504-95.8% |