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 | -$516 |
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 | $42,504 | $51,620-17.7% | $90,281-52.9% | $65,185-34.8% |
| Participation rate | 98.3% | 68.6%+29.6pp | 73.3%+25.0pp | 70.2%+28.1pp |
| Annual return | 26.11% | 24.94%+1.2pp | 78.10%-52.0pp | 29.38%-3.3pp |
| Employer contribution / active EE | $2,374 | $2,235+6.2% | $2,854-16.8% | $2,177+9.1% |
| Participant deferral / active EE | $4,055 | $2,871+41.3% | $3,885+4.4% | $3,514+15.4% |
| Admin fee / account holder | $10 | $384-97.4% | $5,351-99.8% | $847-98.8% |