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 | $103,153 |
Service code 27 · EIN 59-3766965 | Advisory (Plan) | $88,959 |
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 | $172,725 | $73,404+135.3% | $87,100+98.3% | $67,579+155.6% |
| Participation rate | 98.1% | 80.9%+17.2pp | 76.9%+21.2pp | 71.3%+26.8pp |
| Annual return | 21.81% | 48.29%-26.5pp | 28.19%-6.4pp | 378.56%-356.7pp |
| Employer contribution / active EE | $2,730 | $2,014+35.6% | $2,521+8.3% | $2,148+27.1% |
| Participant deferral / active EE | $7,987 | $3,913+104.1% | $4,049+97.3% | $3,539+125.7% |
| Admin fee / account holder | $207 | $142+46.2% | $7,497-97.2% | $142+45.5% |