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 | $700 |
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 | $128,660 | $98,982+30.0% | $162,163-20.7% | $65,185+97.4% |
| Participation rate | 89.9% | 85.8%+4.1pp | 87.6%+2.3pp | 70.2%+19.7pp |
| Annual return | 28.61% | 24.84%+3.8pp | 115.59%-87.0pp | 29.38%-0.8pp |
| Employer contribution / active EE | $3,913 | $3,467+12.9% | $5,614-30.3% | $2,177+79.8% |
| Participant deferral / active EE | $13,843 | $5,384+157.1% | $7,298+89.7% | $3,514+294.0% |
| Admin fee / account holder | $3 | $596-99.5% | $10,843-100.0% | $847-99.6% |