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 | $494 |
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 | $34,666 | $80,177-56.8% | $123,892-72.0% | $57,658-39.9% |
| Participation rate | 70.8% | 74.4%-3.7pp | 81.4%-10.6pp | 70.2%+0.5pp |
| Annual return | 18.76% | 17.90%+0.9pp | 47.52%-28.8pp | 5.13%+13.6pp |
| Employer contribution / active EE | $1,073 | $2,913-63.2% | $4,617-76.8% | $1,974-45.6% |
| Participant deferral / active EE | $6,364 | $5,130+24.0% | $5,984+6.3% | $3,061+107.9% |
| Admin fee / account holder | $2 | $106-98.0% | $8,357-100.0% | $95-97.7% |