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 | $10,790 |
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 | $49,506 | $57,096-13.3% | $94,224-47.5% | $55,191-10.3% |
| Participation rate | 93.8% | 75.7%+18.1pp | 78.8%+15.0pp | 69.2%+24.6pp |
| Annual return | 1.94% | 159.65%-157.7pp | 10.68%-8.7pp | 10.78%-8.8pp |
| Employer contribution / active EE | $603 | $1,708-64.7% | $3,587-83.2% | $1,899-68.2% |
| Participant deferral / active EE | $4,393 | $3,165+38.8% | $4,320+1.7% | $3,046+44.2% |
| Admin fee / account holder | $13 | $89-85.3% | $6,269-99.8% | $91-85.5% |