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 | $400 |
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 | $187,276 | $47,977+290.3% | $154,107+21.5% | $56,287+232.7% |
| Participation rate | 84.1% | 66.2%+17.9pp | 83.0%+1.0pp | 69.9%+14.2pp |
| Annual return | 6.55% | 3.54%+3.0pp | 735.12%-728.6pp | -9.96%+16.5pp |
| Employer contribution / active EE | $19,684 | $2,169+807.6% | $5,298+271.6% | $2,111+832.4% |
| Participant deferral / active EE | $16,813 | $2,392+603.0% | $5,081+230.9% | $3,350+401.9% |
| Admin fee / account holder | $2 | $438-99.5% | $13,411-100.0% | $521-99.5% |