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 | $1,875 |
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 | $70,529 | $70,002+0.8% | $115,037-38.7% | $52,331+34.8% |
| Participation rate | 93.8% | 72.1%+21.7pp | 81.4%+12.5pp | 68.1%+25.7pp |
| Annual return | 2.12% | 4.04%-1.9pp | 26.14%-24.0pp | 4.54%-2.4pp |
| Employer contribution / active EE | $1,570 | $2,715-42.2% | $4,608-65.9% | $1,882-16.6% |
| Participant deferral / active EE | $5,709 | $4,920+16.0% | $6,026-5.3% | $3,022+88.9% |
| Admin fee / account holder | $19 | $566-96.7% | $8,175-99.8% | $592-96.8% |