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 | $425 |
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 | $142,609 | $80,753+76.6% | $136,294+4.6% | $62,292+128.9% |
| Participation rate | 98.1% | 73.5%+24.5pp | 81.9%+16.1pp | 69.5%+28.5pp |
| Annual return | 20.05% | 35.83%-15.8pp | 5155.94%-5135.9pp | 28.90%-8.8pp |
| Employer contribution / active EE | $1,058 | $2,884-63.3% | $4,695-77.5% | $2,042-48.2% |
| Participant deferral / active EE | $8,808 | $5,164+70.6% | $6,247+41.0% | $3,169+177.9% |
| Admin fee / account holder | $12 | $525-97.7% | $9,243-99.9% | $479-97.5% |