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 | $4,505 |
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 | $46,191 | $74,024-37.6% | $77,999-40.8% | $57,658-19.9% |
| Participation rate | 80.9% | 79.7%+1.1pp | 75.5%+5.4pp | 70.2%+10.7pp |
| Annual return | 9.12% | 12.14%-3.0pp | 425.96%-416.8pp | 5.13%+4.0pp |
| Employer contribution / active EE | $1,154 | $2,365-51.2% | $2,470-53.3% | $1,974-41.5% |
| Participant deferral / active EE | $2,322 | $3,533-34.3% | $3,497-33.6% | $3,061-24.1% |
| Admin fee / account holder | $8 | $93-91.0% | $5,480-99.8% | $95-91.2% |