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 | $525 |
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 | $152,925 | $136,307+12.2% | $177,821-14.0% | $73,488+108.1% |
| Participation rate | 90.4% | 86.1%+4.3pp | 87.7%+2.7pp | 70.7%+19.7pp |
| Annual return | 27.48% | 18.68%+8.8pp | 48.32%-20.8pp | 28.51%-1.0pp |
| Employer contribution / active EE | $3,632 | $3,712-2.1% | $5,918-38.6% | $2,270+60.0% |
| Participant deferral / active EE | $13,368 | $5,829+129.4% | $7,714+73.3% | $3,740+257.5% |
| Admin fee / account holder | $3 | $596-99.5% | $12,427-100.0% | $513-99.4% |