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 | $550 |
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 | $80,504 | $59,839+34.5% | $81,983-1.8% | $79,858+0.8% |
| Participation rate | 81.8% | 61.6%+20.2pp | 69.2%+12.6pp | 69.6%+12.2pp |
| Annual return | 14.11% | 17.56%-3.5pp | 41.31%-27.2pp | 31.71%-17.6pp |
| Employer contribution / active EE | $2,473 | $1,713+44.3% | $2,498-1.0% | $2,471+0.1% |
| Participant deferral / active EE | $9,278 | $2,695+244.2% | $3,722+149.3% | $3,740+148.1% |
| Admin fee / account holder | $6 | $4,287-99.9% | $5,664-99.9% | $5,306-99.9% |