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 | $525 |
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 | $161,319 | $62,672+157.4% | $185,117-12.9% | $70,131+130.0% |
| Participation rate | 94.3% | 63.8%+30.5pp | 77.3%+17.0pp | 69.5%+24.7pp |
| Annual return | 16.74% | 40.79%-24.0pp | 40.50%-23.8pp | 73.14%-56.4pp |
| Employer contribution / active EE | $1,177 | $1,753-32.8% | $4,182-71.8% | $2,342-49.7% |
| Participant deferral / active EE | $9,724 | $3,272+197.2% | $5,045+92.8% | $3,332+191.9% |
| Admin fee / account holder | $6 | $3,932-99.8% | $8,159-99.9% | $4,645-99.9% |