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 | $4,061 |
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 | $67,460 | $99,957-32.5% | $149,696-54.9% | $73,488-8.2% |
| Participation rate | 95.6% | 75.7%+19.9pp | 82.5%+13.1pp | 70.7%+24.9pp |
| Annual return | 18.63% | 53.87%-35.2pp | 276.60%-258.0pp | 28.51%-9.9pp |
| Employer contribution / active EE | $2,589 | $3,191-18.9% | $4,644-44.3% | $2,270+14.0% |
| Participant deferral / active EE | $7,440 | $6,073+22.5% | $6,842+8.7% | $3,740+98.9% |
| Admin fee / account holder | $23 | $551-95.9% | $9,309-99.8% | $513-95.6% |