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 04-2647786 | Advisory (Plan) | $25,922 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,531 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,884 | $51,466-47.8% | $78,778-65.9% | $62,292-56.8% |
| Participation rate | 86.4% | 59.8%+26.6pp | 69.2%+17.2pp | 69.5%+16.9pp |
| Annual return | 16.11% | 19.96%-3.8pp | 35.62%-19.5pp | 28.90%-12.8pp |
| Employer contribution / active EE | $208 | $827-74.9% | $1,986-89.5% | $2,042-89.8% |
| Participant deferral / active EE | $1,786 | $2,147-16.8% | $2,958-39.6% | $3,169-43.6% |
| Admin fee / account holder | $124 | $489-74.7% | $5,134-97.6% | $479-74.2% |