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 | $17,100 |
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 | $94,002 | $53,412+76.0% | $68,509+37.2% | $52,331+79.6% |
| Participation rate | 97.6% | 71.7%+26.0pp | 74.7%+22.9pp | 68.1%+29.5pp |
| Annual return | 0.94% | 3.42%-2.5pp | 8.27%-7.3pp | 4.54%-3.6pp |
| Employer contribution / active EE | $4,042 | $1,607+151.5% | $2,278+77.4% | $1,882+114.8% |
| Participant deferral / active EE | $7,360 | $2,688+173.8% | $3,382+117.6% | $3,022+143.5% |
| Admin fee / account holder | $103 | $461-77.7% | $5,275-98.1% | $592-82.7% |