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 | $6,437 |
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 | $44,785 | $58,083-22.9% | $80,019-44.0% | $56,287-20.4% |
| Participation rate | 97.2% | 73.6%+23.6pp | 75.8%+21.4pp | 69.9%+27.3pp |
| Annual return | -4.11% | 34.61%-38.7pp | 11.22%-15.3pp | -9.96%+5.8pp |
| Employer contribution / active EE | $6,052 | $1,932+213.3% | $2,468+145.2% | $2,111+186.7% |
| Participant deferral / active EE | $3,899 | $3,135+24.4% | $3,686+5.8% | $3,350+16.4% |
| Admin fee / account holder | $28 | $623-95.5% | $6,521-99.6% | $521-94.6% |