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 | $34,461 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $22,000 |
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 | $75,680 | $50,666+49.4% | $76,817-1.5% | $65,185+16.1% |
| Participation rate | 98.9% | 68.8%+30.1pp | 72.1%+26.9pp | 70.2%+28.7pp |
| Annual return | 18.42% | 28.51%-10.1pp | 1166.11%-1147.7pp | 29.38%-11.0pp |
| Employer contribution / active EE | $1,265 | $1,575-19.7% | $2,302-45.1% | $2,177-41.9% |
| Participant deferral / active EE | $5,131 | $2,647+93.8% | $3,336+53.8% | $3,514+46.0% |
| Admin fee / account holder | $249 | $463-46.3% | $6,420-96.1% | $847-70.6% |