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 | $725 |
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 | $109,109 | $86,286+26.5% | $111,297-2.0% | $85,850+27.1% |
| Participation rate | 88.2% | 73.3%+14.8pp | 77.3%+10.8pp | 69.3%+18.8pp |
| Annual return | 53.28% | 19.99%+33.3pp | 54.65%-1.4pp | 318.53%-265.3pp |
| Employer contribution / active EE | $1,647 | $2,043-19.4% | $2,731-39.7% | $2,565-35.8% |
| Participant deferral / active EE | $8,182 | $3,641+124.8% | $4,487+82.3% | $3,952+107.1% |
| Admin fee / account holder | $18 | $8,188-99.8% | $7,964-99.8% | $6,260-99.7% |