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 | $868 |
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 | $87,906 | $80,753+8.9% | $136,294-35.5% | $62,292+41.1% |
| Participation rate | 83.1% | 73.5%+9.6pp | 81.9%+1.2pp | 69.5%+13.6pp |
| Annual return | 23.56% | 35.83%-12.3pp | 5155.94%-5132.4pp | 28.90%-5.3pp |
| Employer contribution / active EE | $2,787 | $2,884-3.4% | $4,695-40.7% | $2,042+36.4% |
| Participant deferral / active EE | $6,243 | $5,164+20.9% | $6,247-0.1% | $3,169+97.0% |
| Admin fee / account holder | $4 | $525-99.2% | $9,243-100.0% | $479-99.1% |