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 70 · EIN 20-4751585 | Consulting Fees | $11,026 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,531 |
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 | $226,118 | $89,652+152.2% | $141,162+60.2% | $65,185+246.9% |
| Participation rate | 93.6% | 74.7%+18.9pp | 82.5%+11.1pp | 70.2%+23.4pp |
| Annual return | 24.69% | 32.79%-8.1pp | 71.39%-46.7pp | 29.38%-4.7pp |
| Employer contribution / active EE | $956 | $3,065-68.8% | $4,735-79.8% | $2,177-56.1% |
| Participant deferral / active EE | $11,671 | $5,691+105.1% | $6,709+74.0% | $3,514+232.2% |
| Admin fee / account holder | $58 | $569-89.9% | $10,261-99.4% | $847-93.2% |