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 8-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 | $8,648 |
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 | $24,000 | $50,898-52.8% | $171,082-86.0% | $55,167-56.5% |
| Participation rate | 87.0% | 63.3%+23.8pp | 76.7%+10.3pp | 69.0%+18.0pp |
| Annual return | 6.73% | 15.34%-8.6pp | 32.56%-25.8pp | 169.23%-162.5pp |
| Employer contribution / active EE | $733 | $1,433-48.8% | $4,002-81.7% | $1,963-62.6% |
| Participant deferral / active EE | $4,798 | $2,994+60.3% | $4,7970% | $3,054+57.1% |
| Admin fee / account holder | $41 | $500-91.8% | $8,520-99.5% | $504-91.8% |