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 | $325 |
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 | $36,224 | $80,177-54.8% | $123,892-70.8% | $57,658-37.2% |
| Participation rate | 74.9% | 74.4%+0.5pp | 81.4%-6.5pp | 70.2%+4.7pp |
| Annual return | 10.99% | 17.90%-6.9pp | 47.52%-36.5pp | 5.13%+5.9pp |
| Employer contribution / active EE | $1,107 | $2,913-62.0% | $4,617-76.0% | $1,974-43.9% |
| Participant deferral / active EE | $5,947 | $5,130+15.9% | $5,984-0.6% | $3,061+94.3% |
| Admin fee / account holder | $2 | $106-98.0% | $8,357-100.0% | $95-97.7% |