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 | $23,000 |
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 | $26,800 | $53,911-50.3% | $130,648-79.5% | $77,787-65.5% |
| Participation rate | 87.1% | 60.2%+26.9pp | 71.7%+15.3pp | 73.2%+13.9pp |
| Annual return | 24.59% | 21.93%+2.7pp | 1708.96%-1684.4pp | 32.57%-8.0pp |
| Employer contribution / active EE | $1,620 | $1,826-11.3% | $4,092-60.4% | $2,504-35.3% |
| Participant deferral / active EE | $2,793 | $2,288+22.1% | $3,603-22.5% | $3,967-29.6% |
| Admin fee / account holder | $15 | $129-88.2% | $5,464-99.7% | $100-84.9% |