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 | -$18,376 |
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 | $132,811 | $74,347+78.6% | $93,606+41.9% | $67,579+96.5% |
| Participation rate | 91.6% | 80.6%+11.0pp | 75.8%+15.7pp | 71.3%+20.3pp |
| Annual return | 24.09% | 28.07%-4.0pp | 32.76%-8.7pp | 378.56%-354.5pp |
| Employer contribution / active EE | $3,282 | $2,583+27.1% | $2,718+20.8% | $2,148+52.8% |
| Participant deferral / active EE | $9,202 | $4,060+126.6% | $4,069+126.2% | $3,539+160.0% |
| Admin fee / account holder | -$21 | $123-117.5% | $7,888-100.3% | $142-115.1% |