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 | $512 |
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 | $124,518 | $89,739+38.8% | $149,718-16.8% | $62,292+99.9% |
| Participation rate | 93.6% | 85.1%+8.5pp | 87.1%+6.5pp | 69.5%+24.1pp |
| Annual return | 22.98% | 21.01%+2.0pp | 1501.63%-1478.6pp | 28.90%-5.9pp |
| Employer contribution / active EE | $6,965 | $3,233+115.5% | $5,445+27.9% | $2,042+241.1% |
| Participant deferral / active EE | $14,559 | $4,797+203.5% | $6,569+121.6% | $3,169+359.4% |
| Admin fee / account holder | $2 | $551-99.7% | $11,283-100.0% | $479-99.6% |