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 | $275 |
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 | $178,972 | $65,376+173.8% | $87,100+105.5% | $65,185+174.6% |
| Participation rate | 94.6% | 75.3%+19.3pp | 76.9%+17.7pp | 70.2%+24.4pp |
| Annual return | 24.31% | 31.27%-7.0pp | 28.19%-3.9pp | 29.38%-5.1pp |
| Employer contribution / active EE | $2,308 | $1,822+26.6% | $2,521-8.5% | $2,177+6.0% |
| Participant deferral / active EE | $5,308 | $3,388+56.7% | $4,049+31.1% | $3,514+51.1% |
| Admin fee / account holder | $2 | $520-99.7% | $7,497-100.0% | $847-99.8% |