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 | -$3,281 |
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 | $200,570 | $73,638+172.4% | $95,952+109.0% | $73,488+172.9% |
| Participation rate | 92.5% | 76.2%+16.4pp | 77.1%+15.5pp | 70.7%+21.9pp |
| Annual return | 22.72% | 16.78%+5.9pp | 91.61%-68.9pp | 28.51%-5.8pp |
| Employer contribution / active EE | $2,612 | $1,863+40.2% | $2,541+2.8% | $2,270+15.1% |
| Participant deferral / active EE | $5,438 | $3,617+50.3% | $4,167+30.5% | $3,740+45.4% |
| Admin fee / account holder | -$21 | $482-104.4% | $6,795-100.3% | $513-104.1% |