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 | $150 |
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 | $112,443 | $89,739+25.3% | $149,718-24.9% | $62,292+80.5% |
| Participation rate | 93.8% | 85.1%+8.6pp | 87.1%+6.7pp | 69.5%+24.2pp |
| Annual return | 22.82% | 21.01%+1.8pp | 1501.63%-1478.8pp | 28.90%-6.1pp |
| Employer contribution / active EE | $5,985 | $3,233+85.1% | $5,445+9.9% | $2,042+193.1% |
| Participant deferral / active EE | $10,828 | $4,797+125.7% | $6,569+64.8% | $3,169+241.7% |
| Admin fee / account holder | $1 | $551-99.9% | $11,283-100.0% | $479-99.9% |