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 | $878 |
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 | $236,887 | $85,766+176.2% | $136,294+73.8% | $70,131+237.8% |
| Participation rate | 83.3% | 74.2%+9.2pp | 81.9%+1.4pp | 69.5%+13.8pp |
| Annual return | 19.81% | 31.45%-11.6pp | 5155.94%-5136.1pp | 73.14%-53.3pp |
| Employer contribution / active EE | $4,093 | $2,966+38.0% | $4,695-12.8% | $2,342+74.7% |
| Participant deferral / active EE | $9,748 | $5,051+93.0% | $6,247+56.0% | $3,332+192.6% |
| Admin fee / account holder | $31 | $5,420-99.4% | $9,243-99.7% | $4,645-99.3% |