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 | $32,431 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $17,833 |
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 | $68,012 | $43,504+56.3% | $68,793-1.1% | $56,287+20.8% |
| Participation rate | 99.4% | 67.8%+31.6pp | 72.2%+27.2pp | 69.9%+29.6pp |
| Annual return | -3.90% | -3.15%-0.8pp | -4.63%+0.7pp | -9.96%+6.1pp |
| Employer contribution / active EE | $1,233 | $1,525-19.2% | $2,625-53.0% | $2,111-41.6% |
| Participant deferral / active EE | $5,362 | $2,509+113.7% | $3,311+61.9% | $3,350+60.1% |
| Admin fee / account holder | $243 | $515-52.8% | $5,131-95.3% | $521-53.4% |