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 43-1451524 | Advisory (Plan) | $27,398 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,500 |
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 | $75,663 | $66,813+13.2% | $100,516-24.7% | $73,488+3.0% |
| Participation rate | 92.3% | 77.5%+14.8pp | 79.4%+12.9pp | 70.7%+21.6pp |
| Annual return | 17.41% | 25.70%-8.3pp | 30.89%-13.5pp | 28.51%-11.1pp |
| Employer contribution / active EE | $2,450 | $2,147+14.1% | $3,418-28.3% | $2,270+7.9% |
| Participant deferral / active EE | $4,491 | $5,883-23.7% | $6,270-28.4% | $3,740+20.1% |
| Admin fee / account holder | $156 | $512-69.6% | $8,081-98.1% | $513-69.6% |