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 16 · EIN 20-4751585 | Consulting | $8,218 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,781 |
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 | $180,469 | $73,102+146.9% | $123,544+46.1% | $56,287+220.6% |
| Participation rate | 94.7% | 74.3%+20.3pp | 82.3%+12.4pp | 69.9%+24.8pp |
| Annual return | -3.75% | 3.01%-6.8pp | 119.20%-122.9pp | -9.96%+6.2pp |
| Employer contribution / active EE | $942 | $2,977-68.3% | $4,628-79.6% | $2,111-55.4% |
| Participant deferral / active EE | $11,081 | $5,423+104.3% | $6,426+72.5% | $3,350+230.8% |
| Admin fee / account holder | $41 | $554-92.5% | $9,284-99.6% | $521-92.0% |