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 93-0987232 | Advisory (Plan) | $90,598 |
Service code 37 · EIN 04-2647786 | Loan Processing | $48,800 |
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 | $75,995 | $100,801-24.6% | $149,696-49.2% | $73,409+3.5% |
| Participation rate | 77.6% | 77.7%0pp | 82.5%-4.8pp | 72.2%+5.5pp |
| Annual return | 26.43% | 265.34%-238.9pp | 276.60%-250.2pp | 59.29%-32.9pp |
| Employer contribution / active EE | $3,124 | $3,312-5.7% | $4,644-32.7% | $2,234+39.9% |
| Participant deferral / active EE | $7,662 | $6,404+19.6% | $6,842+12.0% | $3,805+101.4% |
| Admin fee / account holder | $297 | $181+64.4% | $9,309-96.8% | $158+88.3% |