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 | $2,350 |
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 | $92,628 | $80,753+14.7% | $136,294-32.0% | $62,292+48.7% |
| Participation rate | 88.8% | 73.5%+15.2pp | 81.9%+6.9pp | 69.5%+19.3pp |
| Annual return | 18.00% | 35.83%-17.8pp | 5155.94%-5137.9pp | 28.90%-10.9pp |
| Employer contribution / active EE | $1,885 | $2,884-34.6% | $4,695-59.8% | $2,042-7.7% |
| Participant deferral / active EE | $6,469 | $5,164+25.3% | $6,247+3.6% | $3,169+104.1% |
| Admin fee / account holder | $10 | $525-98.1% | $9,243-99.9% | $479-97.9% |