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 | $3,750 |
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 | $47,282 | $55,182-14.3% | $73,307-35.5% | $55,191-14.3% |
| Participation rate | 93.9% | 73.9%+20.0pp | 74.9%+19.0pp | 69.2%+24.8pp |
| Annual return | 5.04% | 8.55%-3.5pp | 5.67%-0.6pp | 10.78%-5.7pp |
| Employer contribution / active EE | $3,672 | $1,935+89.8% | $3,237+13.4% | $1,899+93.4% |
| Participant deferral / active EE | $7,101 | $4,641+53.0% | $4,991+42.3% | $3,046+133.1% |
| Admin fee / account holder | $9 | $68-87.3% | $5,637-99.8% | $91-90.4% |