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 35-0145825 | Loan Processing | $41,889 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $5,323 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,172 | $64,909-36.6% | $82,313-50.0% | $62,292-33.9% |
| Participation rate | 78.4% | 74.9%+3.5pp | 76.9%+1.5pp | 69.5%+8.9pp |
| Annual return | 11.28% | 21.18%-9.9pp | 25.88%-14.6pp | 28.90%-17.6pp |
| Employer contribution / active EE | $529 | $1,676-68.4% | $2,428-78.2% | $2,042-74.1% |
| Participant deferral / active EE | $2,154 | $3,103-30.6% | $3,706-41.9% | $3,169-32.0% |
| Admin fee / account holder | $44 | $440-89.9% | $5,608-99.2% | $479-90.8% |