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 13-2638166 | Advisory (Plan) | $106,535 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$39,241 |
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 | $121,672 | $42,810+184.2% | $169,463-28.2% | $55,725+118.3% |
| Participation rate | 88.1% | 64.7%+23.4pp | 77.8%+10.4pp | 70.9%+17.3pp |
| Annual return | -5.32% | -3.61%-1.7pp | 1.83%-7.1pp | 244.93%-250.2pp |
| Employer contribution / active EE | $3,268 | $1,402+133.2% | $4,159-21.4% | $2,078+57.3% |
| Participant deferral / active EE | $10,186 | $3,141+224.2% | $5,277+93.0% | $3,356+203.5% |
| Admin fee / account holder | $160 | $106+50.3% | $9,109-98.2% | $115+39.0% |