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 | $7,100 |
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 | $70,582 | $88,515-20.3% | $162,163-56.5% | $67,579+4.4% |
| Participation rate | 81.0% | 86.8%-5.8pp | 87.6%-6.5pp | 71.3%+9.8pp |
| Annual return | 28.32% | 27.04%+1.3pp | 115.59%-87.3pp | 378.56%-350.2pp |
| Employer contribution / active EE | $2,775 | $3,563-22.1% | $5,614-50.6% | $2,148+29.2% |
| Participant deferral / active EE | $6,111 | $5,724+6.8% | $7,298-16.3% | $3,539+72.7% |
| Admin fee / account holder | $13 | $124-89.8% | $10,843-99.9% | $142-91.2% |