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 | $669 |
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 | $151,207 | $72,177+109.5% | $115,037+31.4% | $59,632+153.6% |
| Participation rate | 71.9% | 72.6%-0.6pp | 81.4%-9.5pp | 68.7%+3.2pp |
| Annual return | 0.15% | 12.02%-11.9pp | 26.14%-26.0pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $981 | $2,841-65.5% | $4,608-78.7% | $2,203-55.5% |
| Participant deferral / active EE | $7,818 | $4,783+63.5% | $6,026+29.7% | $3,192+144.9% |
| Admin fee / account holder | $47 | $4,927-99.0% | $8,175-99.4% | $4,297-98.9% |