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 | $650 |
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 | $61,485 | $62,928-2.3% | $172,739-64.4% | $67,579-9.0% |
| Participation rate | 77.1% | 64.5%+12.6pp | 82.6%-5.5pp | 71.3%+5.8pp |
| Annual return | 38.43% | 30.36%+8.1pp | 802.84%-764.4pp | 378.56%-340.1pp |
| Employer contribution / active EE | $1,537 | $1,636-6.1% | $5,143-70.1% | $2,148-28.5% |
| Participant deferral / active EE | $8,812 | $2,145+310.9% | $5,198+69.5% | $3,539+149.0% |
| Admin fee / account holder | $13 | $167-92.3% | $13,954-99.9% | $142-91.0% |