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 | -$6,046 |
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 | $154,126 | $65,376+135.8% | $87,100+77.0% | $65,185+136.4% |
| Participation rate | 95.2% | 75.3%+19.8pp | 76.9%+18.3pp | 70.2%+25.0pp |
| Annual return | 23.04% | 31.27%-8.2pp | 28.19%-5.2pp | 29.38%-6.3pp |
| Employer contribution / active EE | $3,760 | $1,822+106.3% | $2,521+49.1% | $2,177+72.8% |
| Participant deferral / active EE | $7,376 | $3,388+117.7% | $4,049+82.2% | $3,514+109.9% |
| Admin fee / account holder | $3 | $520-99.5% | $7,497-100.0% | $847-99.7% |