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 | $325 |
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 | $78,288 | $70,002+11.8% | $115,037-31.9% | $52,331+49.6% |
| Participation rate | 79.1% | 72.1%+6.9pp | 81.4%-2.3pp | 68.1%+10.9pp |
| Annual return | 1.79% | 4.04%-2.2pp | 26.14%-24.3pp | 4.54%-2.7pp |
| Employer contribution / active EE | $2,855 | $2,715+5.2% | $4,608-38.0% | $1,882+51.7% |
| Participant deferral / active EE | $6,658 | $4,920+35.3% | $6,026+10.5% | $3,022+120.3% |
| Admin fee / account holder | $3 | $566-99.6% | $8,175-100.0% | $592-99.6% |