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 | $3,244 |
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 | $94,826 | $69,159+37.1% | $125,175-24.2% | $67,579+40.3% |
| Participation rate | 91.2% | 78.2%+13.0pp | 79.8%+11.5pp | 71.3%+20.0pp |
| Annual return | 28.10% | 27.12%+1.0pp | 43.79%-15.7pp | 378.56%-350.5pp |
| Employer contribution / active EE | $3,552 | $2,023+75.5% | $3,865-8.1% | $2,148+65.4% |
| Participant deferral / active EE | $8,175 | $3,700+121.0% | $4,937+65.6% | $3,539+131.0% |
| Admin fee / account holder | $15 | $142-89.4% | $9,702-99.8% | $142-89.5% |