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 | $650 |
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 | $98,882 | $65,395+51.2% | $182,532-45.8% | $72,985+35.5% |
| Participation rate | 75.9% | 65.4%+10.5pp | 78.0%-2.0pp | 69.5%+6.5pp |
| Annual return | 25.70% | 27.68%-2.0pp | 148.54%-122.8pp | 81.00%-55.3pp |
| Employer contribution / active EE | $2,528 | $1,911+32.3% | $4,076-38.0% | $2,440+3.6% |
| Participant deferral / active EE | $6,264 | $3,563+75.8% | $5,524+13.4% | $3,607+73.7% |
| Admin fee / account holder | $22 | $4,245-99.5% | $8,592-99.7% | $5,124-99.6% |