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 | $600 |
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 | $83,173 | $62,672+32.7% | $185,117-55.1% | $70,131+18.6% |
| Participation rate | 70.9% | 63.8%+7.1pp | 77.3%-6.4pp | 69.5%+1.3pp |
| Annual return | 24.43% | 40.79%-16.4pp | 40.50%-16.1pp | 73.14%-48.7pp |
| Employer contribution / active EE | $2,688 | $1,753+53.3% | $4,182-35.7% | $2,342+14.8% |
| Participant deferral / active EE | $5,320 | $3,272+62.6% | $5,045+5.4% | $3,332+59.7% |
| Admin fee / account holder | $16 | $3,932-99.6% | $8,159-99.8% | $4,645-99.7% |