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 | $950 |
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 | $157,794 | $70,667+123.3% | $123,104+28.2% | $52,331+201.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 1.81% | 6.23%-4.4pp | 13.22%-11.4pp | 4.54%-2.7pp |
| Employer contribution / active EE | $16,650 | $2,946+465.2% | $5,151+223.2% | $1,882+784.8% |
| Participant deferral / active EE | $9,701 | $4,493+115.9% | $6,230+55.7% | $3,022+221.0% |
| Admin fee / account holder | $4 | $506-99.2% | $9,015-100.0% | $592-99.3% |