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 9-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 | $802 |
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 | $87,218 | $89,652-2.7% | $141,162-38.2% | $65,185+33.8% |
| Participation rate | 83.4% | 74.7%+8.7pp | 82.5%+0.9pp | 70.2%+13.2pp |
| Annual return | 25.87% | 32.79%-6.9pp | 71.39%-45.5pp | 29.38%-3.5pp |
| Employer contribution / active EE | $3,910 | $3,065+27.6% | $4,735-17.4% | $2,177+79.6% |
| Participant deferral / active EE | $6,943 | $5,691+22.0% | $6,709+3.5% | $3,514+97.6% |
| Admin fee / account holder | $3 | $569-99.6% | $10,261-100.0% | $847-99.7% |