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 | $2,513 |
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 | $75,650 | $55,453+36.4% | $170,442-55.6% | $62,292+21.4% |
| Participation rate | 97.1% | 66.4%+30.7pp | 83.6%+13.5pp | 69.5%+27.6pp |
| Annual return | 19.96% | 21.38%-1.4pp | 205.93%-186.0pp | 28.90%-8.9pp |
| Employer contribution / active EE | $3,108 | $2,164+43.6% | $5,433-42.8% | $2,042+52.2% |
| Participant deferral / active EE | $4,350 | $2,303+88.9% | $4,939-11.9% | $3,169+37.3% |
| Admin fee / account holder | $26 | $455-94.3% | $13,880-99.8% | $479-94.6% |