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 10 · EIN 20-1260740 | Accounting | $7,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,787 |
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 | $62,325 | $52,884+17.9% | $84,750-26.5% | $55,167+13.0% |
| Participation rate | 97.3% | 67.5%+29.8pp | 76.6%+20.7pp | 69.0%+28.3pp |
| Annual return | 6.76% | 18.03%-11.3pp | 22.78%-16.0pp | 169.23%-162.5pp |
| Employer contribution / active EE | $1,070 | $2,233-52.1% | $3,574-70.1% | $1,963-45.5% |
| Participant deferral / active EE | $5,750 | $2,644+117.5% | $3,712+54.9% | $3,054+88.3% |
| Admin fee / account holder | $92 | $581-84.1% | $5,332-98.3% | $504-81.7% |