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 13 · EIN 06-1050034 | Contract Administrator | $5,640 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,809 |
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 | $71,713 | $69,159+3.7% | $125,175-42.7% | $67,579+6.1% |
| Participation rate | 99.3% | 78.2%+21.1pp | 79.8%+19.5pp | 71.3%+28.0pp |
| Annual return | 21.93% | 27.12%-5.2pp | 43.79%-21.9pp | 378.56%-356.6pp |
| Employer contribution / active EE | $1,615 | $2,023-20.2% | $3,865-58.2% | $2,148-24.8% |
| Participant deferral / active EE | $5,150 | $3,700+39.2% | $4,937+4.3% | $3,539+45.5% |
| Admin fee / account holder | $24 | $142-83.2% | $9,702-99.8% | $142-83.2% |