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 | $31,989 |
Service code 27 · EIN 47-5576228 | Advisory (Plan) | $29,241 |
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 | $54,346 | $80,753-32.7% | $136,294-60.1% | $62,292-12.8% |
| Participation rate | 94.5% | 73.5%+21.0pp | 81.9%+12.6pp | 69.5%+25.0pp |
| Annual return | 19.95% | 35.83%-15.9pp | 5155.94%-5136.0pp | 28.90%-8.9pp |
| Employer contribution / active EE | $817 | $2,884-71.7% | $4,695-82.6% | $2,042-60.0% |
| Participant deferral / active EE | $6,101 | $5,164+18.1% | $6,247-2.3% | $3,169+92.5% |
| Admin fee / account holder | $257 | $525-51.0% | $9,243-97.2% | $479-46.3% |