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 | $175 |
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 | $73,305 | $51,244+43.1% | $80,975-9.5% | $55,167+32.9% |
| Participation rate | 90.7% | 71.7%+19.0pp | 75.8%+14.9pp | 69.0%+21.7pp |
| Annual return | 11.45% | 17.39%-5.9pp | 17.10%-5.6pp | 169.23%-157.8pp |
| Employer contribution / active EE | $3,929 | $1,770+122.0% | $3,714+5.8% | $1,963+100.2% |
| Participant deferral / active EE | $8,372 | $4,418+89.5% | $5,696+47.0% | $3,054+174.1% |
| Admin fee / account holder | $2 | $398-99.4% | $5,516-100.0% | $504-99.6% |