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 | $131 |
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 | $64,126 | $52,884+21.3% | $84,750-24.3% | $55,167+16.2% |
| Participation rate | 78.6% | 67.5%+11.1pp | 76.6%+2.0pp | 69.0%+9.6pp |
| Annual return | 7.26% | 18.03%-10.8pp | 22.78%-15.5pp | 169.23%-162.0pp |
| Employer contribution / active EE | $3,769 | $2,233+68.8% | $3,574+5.5% | $1,963+92.1% |
| Participant deferral / active EE | $3,361 | $2,644+27.1% | $3,712-9.4% | $3,054+10.1% |
| Admin fee / account holder | $7 | $581-98.8% | $5,332-99.9% | $504-98.6% |