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 | $858 |
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 | $127,135 | $72,770+74.7% | $67,652+87.9% | $55,191+130.4% |
| Participation rate | 97.6% | 78.8%+18.9pp | 75.7%+22.0pp | 69.2%+28.5pp |
| Annual return | 0.00% | -3.26%+3.3pp | 6625.04%-6625.0pp | 10.78%-10.8pp |
| Employer contribution / active EE | $970 | $1,769-45.2% | $2,266-57.2% | $1,899-48.9% |
| Participant deferral / active EE | $1,950 | $3,408-42.8% | $3,560-45.2% | $3,046-36.0% |
| Admin fee / account holder | $3 | $79-95.7% | $4,821-99.9% | $91-96.3% |