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 | $1,000 |
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 | $93,439 | $58,577+59.5% | $83,333+12.1% | $64,186+45.6% |
| Participation rate | 90.6% | 72.0%+18.6pp | 77.8%+12.9pp | 69.6%+21.1pp |
| Annual return | -5.76% | 9.65%-15.4pp | 10.63%-16.4pp | 7.63%-13.4pp |
| Employer contribution / active EE | $4,071 | $2,098+94.0% | $3,379+20.5% | $2,381+71.0% |
| Participant deferral / active EE | $12,808 | $4,654+175.2% | $5,565+130.1% | $3,470+269.1% |
| Admin fee / account holder | $7 | $9,275-99.9% | $7,510-99.9% | $4,888-99.9% |