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 8-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 | $2,225 |
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 | $109,835 | $81,947+34.0% | $105,387+4.2% | $72,985+50.5% |
| Participation rate | 91.6% | 76.5%+15.0pp | 82.6%+9.0pp | 69.5%+22.1pp |
| Annual return | 23.82% | 42.90%-19.1pp | 26.82%-3.0pp | 81.00%-57.2pp |
| Employer contribution / active EE | $7,379 | $3,468+112.8% | $4,213+75.1% | $2,440+202.4% |
| Participant deferral / active EE | $14,963 | $4,494+233.0% | $5,502+172.0% | $3,607+314.8% |
| Admin fee / account holder | $19 | $6,258-99.7% | $6,559-99.7% | $5,124-99.6% |