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 | $71,077 | $56,484+25.8% | $169,463-58.1% | $64,186+10.7% |
| Participation rate | 73.8% | 64.5%+9.2pp | 77.8%-4.0pp | 69.6%+4.2pp |
| Annual return | -3.37% | -1.55%-1.8pp | 1.83%-5.2pp | 7.63%-11.0pp |
| Employer contribution / active EE | $2,339 | $1,832+27.6% | $4,159-43.8% | $2,381-1.8% |
| Participant deferral / active EE | $5,517 | $3,448+60.0% | $5,277+4.6% | $3,470+59.0% |
| Admin fee / account holder | $17 | $4,174-99.6% | $9,109-99.8% | $4,888-99.7% |