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 | $2,075 |
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 | $62,007 | $69,977-11.4% | $108,579-42.9% | $62,891-1.4% |
| Participation rate | 75.3% | 72.9%+2.4pp | 79.6%-4.3pp | 69.3%+6.0pp |
| Annual return | 7.77% | 10.73%-3.0pp | -51.70%+59.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $2,304 | $2,135+7.9% | $3,758-38.7% | $2,281+1.0% |
| Participant deferral / active EE | $7,405 | $3,165+134.0% | $4,311+71.8% | $3,203+131.2% |
| Admin fee / account holder | $15 | $5,076-99.7% | $7,645-99.8% | $4,296-99.6% |