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 | -$65,807 |
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 | $86,255 | $88,646-2.7% | $90,223-4.4% | $59,188+45.7% |
| Participation rate | 99.8% | 84.8%+15.0pp | 79.0%+20.8pp | 69.4%+30.4pp |
| Annual return | 3.01% | 11.82%-8.8pp | 1.31%+1.7pp | 5.51%-2.5pp |
| Employer contribution / active EE | $20,313 | $5,463+271.8% | $4,378+363.9% | $2,098+868.2% |
| Participant deferral / active EE | $13,100 | $6,586+98.9% | $5,792+126.2% | $3,265+301.2% |
| Admin fee / account holder | -$34 | $63-154.1% | $7,406-100.5% | $92-136.8% |