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 | $3,578 |
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 | $87,491 | $89,652-2.4% | $141,162-38.0% | $65,185+34.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 29.86% | 32.79%-2.9pp | 71.39%-41.5pp | 29.38%+0.5pp |
| Employer contribution / active EE | $5,694 | $3,065+85.8% | $4,735+20.3% | $2,177+161.6% |
| Participant deferral / active EE | $10,680 | $5,691+87.7% | $6,709+59.2% | $3,514+203.9% |
| Admin fee / account holder | $26 | $569-95.5% | $10,261-99.7% | $847-97.0% |