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 | $26,025 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $20,256 |
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 | $38,264 | $81,474-53.0% | $133,956-71.4% | $73,488-47.9% |
| Participation rate | 80.9% | 76.4%+4.5pp | 79.8%+1.0pp | 70.7%+10.2pp |
| Annual return | 19.66% | 19.40%+0.3pp | 45.09%-25.4pp | 28.51%-8.9pp |
| Employer contribution / active EE | $3,384 | $2,209+53.2% | $3,919-13.6% | $2,270+49.1% |
| Participant deferral / active EE | $6,386 | $3,786+68.7% | $5,048+26.5% | $3,740+70.8% |
| Admin fee / account holder | $268 | $713-62.5% | $8,927-97.0% | $513-47.9% |