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 | $3,238 |
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 | $50,021 | $52,953-5.5% | $172,739-71.0% | $65,185-23.3% |
| Participation rate | 95.2% | 66.2%+29.0pp | 82.6%+12.6pp | 70.2%+25.0pp |
| Annual return | 26.18% | 30.12%-3.9pp | 802.84%-776.7pp | 29.38%-3.2pp |
| Employer contribution / active EE | $2,513 | $2,190+14.8% | $5,143-51.1% | $2,177+15.4% |
| Participant deferral / active EE | $4,373 | $2,471+77.0% | $5,198-15.9% | $3,514+24.4% |
| Admin fee / account holder | $20 | $472-95.8% | $13,954-99.9% | $847-97.7% |