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 7-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 | $3,606 |
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 | $131,680 | $88,515+48.8% | $162,163-18.8% | $67,579+94.9% |
| Participation rate | 99.8% | 86.8%+13.0pp | 87.6%+12.2pp | 71.3%+28.5pp |
| Annual return | 32.16% | 27.04%+5.1pp | 115.59%-83.4pp | 378.56%-346.4pp |
| Employer contribution / active EE | $13,414 | $3,563+276.4% | $5,614+138.9% | $2,148+524.5% |
| Participant deferral / active EE | $14,203 | $5,724+148.1% | $7,298+94.6% | $3,539+301.3% |
| Admin fee / account holder | $7 | $124-94.1% | $10,843-99.9% | $142-94.9% |