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 | $625 |
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 | $70,885 | $80,753-12.2% | $136,294-48.0% | $62,292+13.8% |
| Participation rate | 73.8% | 73.5%+0.3pp | 81.9%-8.1pp | 69.5%+4.3pp |
| Annual return | 17.10% | 35.83%-18.7pp | 5155.94%-5138.8pp | 28.90%-11.8pp |
| Employer contribution / active EE | $1,256 | $2,884-56.4% | $4,695-73.2% | $2,042-38.5% |
| Participant deferral / active EE | $7,192 | $5,164+39.3% | $6,247+15.1% | $3,169+126.9% |
| Admin fee / account holder | $5 | $525-99.0% | $9,243-99.9% | $479-98.9% |