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 | $1,769 |
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 | $134,160 | $73,404+82.8% | $87,100+54.0% | $67,579+98.5% |
| Participation rate | 93.8% | 80.9%+12.9pp | 76.9%+16.9pp | 71.3%+22.5pp |
| Annual return | 25.64% | 48.29%-22.7pp | 28.19%-2.6pp | 378.56%-352.9pp |
| Employer contribution / active EE | $3,024 | $2,014+50.2% | $2,521+19.9% | $2,148+40.8% |
| Participant deferral / active EE | $5,250 | $3,913+34.2% | $4,049+29.7% | $3,539+48.3% |
| Admin fee / account holder | $4 | $142-96.8% | $7,497-99.9% | $142-96.9% |