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 | $519 |
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 | $106,035 | $53,127+99.6% | $86,590+22.5% | $70,131+51.2% |
| Participation rate | 81.5% | 65.3%+16.2pp | 73.5%+8.0pp | 69.5%+12.0pp |
| Annual return | 19.07% | 27.66%-8.6pp | 964.84%-945.8pp | 73.14%-54.1pp |
| Employer contribution / active EE | $9,944 | $2,068+380.8% | $2,839+250.2% | $2,342+324.5% |
| Participant deferral / active EE | $7,163 | $2,696+165.7% | $3,609+98.5% | $3,332+115.0% |
| Admin fee / account holder | $5 | $3,585-99.9% | $4,906-99.9% | $4,645-99.9% |