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 | $75,056 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $6,161 |
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 | $56,507 | $73,638-23.3% | $95,952-41.1% | $73,488-23.1% |
| Participation rate | 81.8% | 76.2%+5.6pp | 77.1%+4.7pp | 70.7%+11.1pp |
| Annual return | 12.88% | 16.78%-3.9pp | 91.61%-78.7pp | 28.51%-15.6pp |
| Employer contribution / active EE | $797 | $1,863-57.2% | $2,541-68.6% | $2,270-64.9% |
| Participant deferral / active EE | $3,203 | $3,617-11.4% | $4,167-23.1% | $3,740-14.4% |
| Admin fee / account holder | $47 | $482-90.3% | $6,795-99.3% | $513-90.9% |