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 | $750 |
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 | $152,214 | $99,957+52.3% | $149,696+1.7% | $73,488+107.1% |
| Participation rate | 91.8% | 75.7%+16.1pp | 82.5%+9.4pp | 70.7%+21.2pp |
| Annual return | 24.32% | 53.87%-29.5pp | 276.60%-252.3pp | 28.51%-4.2pp |
| Employer contribution / active EE | $3,652 | $3,191+14.4% | $4,644-21.4% | $2,270+60.9% |
| Participant deferral / active EE | $15,859 | $6,073+161.2% | $6,842+131.8% | $3,740+324.1% |
| Admin fee / account holder | $3 | $551-99.5% | $9,309-100.0% | $513-99.4% |