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 | -$12,554 |
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 | $85,809 | $50,106+71.3% | $70,014+22.6% | $57,658+48.8% |
| Participation rate | 91.7% | 70.9%+20.8pp | 71.8%+19.9pp | 70.2%+21.5pp |
| Annual return | 6.65% | 14.58%-7.9pp | 12.99%-6.3pp | 5.13%+1.5pp |
| Employer contribution / active EE | $638 | $1,739-63.3% | $2,338-72.7% | $1,974-67.7% |
| Participant deferral / active EE | $3,012 | $2,486+21.2% | $2,931+2.8% | $3,061-1.6% |
| Admin fee / account holder | -$21 | $89-123.9% | $4,380-100.5% | $95-122.5% |