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 | $875 |
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 | $94,573 | $56,629+67.0% | $77,999+21.2% | $55,167+71.4% |
| Participation rate | 79.8% | 73.3%+6.5pp | 75.5%+4.3pp | 69.0%+10.8pp |
| Annual return | 9.69% | 2866.98%-2857.3pp | 425.96%-416.3pp | 169.23%-159.5pp |
| Employer contribution / active EE | $730 | $1,723-57.6% | $2,470-70.4% | $1,963-62.8% |
| Participant deferral / active EE | $4,362 | $2,777+57.1% | $3,497+24.8% | $3,054+42.8% |
| Admin fee / account holder | $17 | $467-96.4% | $5,480-99.7% | $504-96.7% |