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 | $221 |
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 | $76,530 | $66,310+15.4% | $93,606-18.2% | $65,185+17.4% |
| Participation rate | 99.5% | 74.0%+25.6pp | 75.8%+23.7pp | 70.2%+29.3pp |
| Annual return | 20.15% | 42.58%-22.4pp | 32.76%-12.6pp | 29.38%-9.2pp |
| Employer contribution / active EE | $3,019 | $2,012+50.0% | $2,718+11.1% | $2,177+38.7% |
| Participant deferral / active EE | $5,358 | $3,342+60.3% | $4,069+31.7% | $3,514+52.5% |
| Admin fee / account holder | $4 | $6,897-99.9% | $7,888-100.0% | $847-99.6% |