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 | $2,825 |
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 | $205,210 | $56,629+262.4% | $77,999+163.1% | $55,167+272.0% |
| Participation rate | 95.2% | 73.3%+21.9pp | 75.5%+19.7pp | 69.0%+26.2pp |
| Annual return | 5.94% | 2866.98%-2861.0pp | 425.96%-420.0pp | 169.23%-163.3pp |
| Employer contribution / active EE | $3,331 | $1,723+93.3% | $2,470+34.9% | $1,963+69.7% |
| Participant deferral / active EE | $6,803 | $2,777+145.0% | $3,497+94.5% | $3,054+122.7% |
| Admin fee / account holder | $62 | $467-86.8% | $5,480-98.9% | $504-87.8% |