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 | $950 |
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 | $131,624 | $88,370+48.9% | $112,977+16.5% | $79,858+64.8% |
| Participation rate | 97.6% | 76.8%+20.8pp | 82.6%+15.0pp | 69.6%+28.0pp |
| Annual return | 16.59% | 23.16%-6.6pp | 24.24%-7.7pp | 31.71%-15.1pp |
| Employer contribution / active EE | $5,971 | $3,398+75.7% | $4,255+40.3% | $2,471+141.7% |
| Participant deferral / active EE | $11,743 | $4,536+158.9% | $5,836+101.2% | $3,740+214.0% |
| Admin fee / account holder | $8 | $5,750-99.9% | $6,294-99.9% | $5,306-99.8% |