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 | $950 |
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 | $110,195 | $80,753+36.5% | $136,294-19.1% | $62,292+76.9% |
| Participation rate | 90.4% | 73.5%+16.9pp | 81.9%+8.5pp | 69.5%+20.9pp |
| Annual return | 21.42% | 35.83%-14.4pp | 5155.94%-5134.5pp | 28.90%-7.5pp |
| Employer contribution / active EE | $3,506 | $2,884+21.6% | $4,695-25.3% | $2,042+71.7% |
| Participant deferral / active EE | $14,369 | $5,164+178.3% | $6,247+130.0% | $3,169+353.4% |
| Admin fee / account holder | $5 | $525-99.1% | $9,243-100.0% | $479-99.1% |