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 | $806 |
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 | $43,731 | $71,192-38.6% | $117,854-62.9% | $62,292-29.8% |
| Participation rate | 88.4% | 74.2%+14.1pp | 79.7%+8.7pp | 69.5%+18.9pp |
| Annual return | 18.12% | 18.66%-0.5pp | 335.08%-317.0pp | 28.90%-10.8pp |
| Employer contribution / active EE | $597 | $1,934-69.2% | $3,786-84.2% | $2,042-70.8% |
| Participant deferral / active EE | $2,873 | $3,189-9.9% | $4,482-35.9% | $3,169-9.4% |
| Admin fee / account holder | $15 | $587-97.5% | $8,020-99.8% | $479-96.9% |