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 | $656 |
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 | $204,155 | $72,492+181.6% | $87,100+134.4% | $72,985+179.7% |
| Participation rate | 90.0% | 72.8%+17.2pp | 76.9%+13.1pp | 69.5%+20.5pp |
| Annual return | 23.45% | 24.46%-1.0pp | 28.19%-4.7pp | 81.00%-57.6pp |
| Employer contribution / active EE | $3,543 | $1,894+87.1% | $2,521+40.5% | $2,440+45.2% |
| Participant deferral / active EE | $15,420 | $3,270+371.6% | $4,049+280.9% | $3,607+327.5% |
| Admin fee / account holder | $24 | $5,055-99.5% | $7,497-99.7% | $5,124-99.5% |