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 | $906 |
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 | $123,760 | $66,813+85.2% | $100,516+23.1% | $73,488+68.4% |
| Participation rate | 95.4% | 77.5%+18.0pp | 79.4%+16.0pp | 70.7%+24.8pp |
| Annual return | 14.42% | 25.70%-11.3pp | 30.89%-16.5pp | 28.51%-14.1pp |
| Employer contribution / active EE | $1,645 | $2,147-23.4% | $3,418-51.9% | $2,270-27.5% |
| Participant deferral / active EE | $7,946 | $5,883+35.1% | $6,270+26.7% | $3,740+112.5% |
| Admin fee / account holder | $7 | $512-98.6% | $8,081-99.9% | $513-98.6% |