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 | -$231 |
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 | $106,878 | $98,982+8.0% | $162,163-34.1% | $65,185+64.0% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 25.10% | 24.84%+0.3pp | 115.59%-90.5pp | 29.38%-4.3pp |
| Employer contribution / active EE | $4,645 | $3,467+34.0% | $5,614-17.2% | $2,177+113.4% |
| Participant deferral / active EE | $3,730 | $5,384-30.7% | $7,298-48.9% | $3,514+6.2% |
| Admin fee / account holder | $10 | $596-98.2% | $10,843-99.9% | $847-98.8% |