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 27 · EIN 46-5576228 | Advisory (Plan) | $39,885 |
Service code 37 · EIN 04-2647786 | Loan Processing | $38,443 |
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 | $47,458 | $73,102-35.1% | $123,544-61.6% | $56,287-15.7% |
| Participation rate | 95.2% | 74.3%+20.9pp | 82.3%+12.9pp | 69.9%+25.4pp |
| Annual return | -4.45% | 3.01%-7.5pp | 119.20%-123.6pp | -9.96%+5.5pp |
| Employer contribution / active EE | $680 | $2,977-77.2% | $4,628-85.3% | $2,111-67.8% |
| Participant deferral / active EE | $5,808 | $5,423+7.1% | $6,426-9.6% | $3,350+73.4% |
| Admin fee / account holder | $283 | $554-48.9% | $9,284-97.0% | $521-45.7% |