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 | -$19,554 |
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 | $201,254 | $88,122+128.4% | $141,162+42.6% | $67,579+197.8% |
| Participation rate | 94.8% | 76.5%+18.3pp | 82.5%+12.3pp | 71.3%+23.5pp |
| Annual return | 21.40% | 75.40%-54.0pp | 71.39%-50.0pp | 378.56%-357.2pp |
| Employer contribution / active EE | $10,243 | $3,224+217.7% | $4,735+116.3% | $2,148+376.9% |
| Participant deferral / active EE | $5,753 | $5,958-3.4% | $6,709-14.3% | $3,539+62.5% |
| Admin fee / account holder | $12 | $131-90.8% | $10,261-99.9% | $142-91.5% |