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 | $1,425 |
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 | $57,778 | $78,705-26.6% | $117,854-51.0% | $70,131-17.6% |
| Participation rate | 75.3% | 73.2%+2.1pp | 79.7%-4.4pp | 69.5%+5.8pp |
| Annual return | 17.11% | 23.30%-6.2pp | 335.08%-318.0pp | 73.14%-56.0pp |
| Employer contribution / active EE | $1,893 | $2,223-14.9% | $3,786-50.0% | $2,342-19.2% |
| Participant deferral / active EE | $3,018 | $3,297-8.5% | $4,482-32.7% | $3,332-9.4% |
| Admin fee / account holder | $17 | $5,065-99.7% | $8,020-99.8% | $4,645-99.6% |