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 | -$63 |
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 | $56,267 | $62,267-9.6% | $110,238-49.0% | $55,725+1.0% |
| Participation rate | 98.9% | 78.1%+20.8pp | 79.8%+19.1pp | 70.9%+28.1pp |
| Annual return | -4.65% | -1.07%-3.6pp | 314.74%-319.4pp | 244.93%-249.6pp |
| Employer contribution / active EE | $1,280 | $1,941-34.1% | $3,826-66.5% | $2,078-38.4% |
| Participant deferral / active EE | $2,851 | $3,516-18.9% | $4,672-39.0% | $3,356-15.0% |
| Admin fee / account holder | -$0 | $121-100.1% | $8,547-100.0% | $115-100.1% |