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 | $347 |
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 | $108,325 | $99,957+8.4% | $149,696-27.6% | $73,488+47.4% |
| Participation rate | 96.7% | 75.7%+21.0pp | 82.5%+14.3pp | 70.7%+26.1pp |
| Annual return | 15.19% | 53.87%-38.7pp | 276.60%-261.4pp | 28.51%-13.3pp |
| Employer contribution / active EE | $2,161 | $3,191-32.3% | $4,644-53.5% | $2,270-4.8% |
| Participant deferral / active EE | $6,657 | $6,073+9.6% | $6,842-2.7% | $3,740+78.0% |
| Admin fee / account holder | $2 | $551-99.6% | $9,309-100.0% | $513-99.6% |