Filed March 28, 2025
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 26-4310632 | Advisory (Plan) | $14,242 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,534 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,670 | $55,415-15.8% | $155,509-70.0% | $74,495-37.4% |
| Participation rate | 83.8% | 61.9%+21.9pp | 78.2%+5.6pp | 67.2%+16.6pp |
| Annual return | 28.35% | 268.50%-240.1pp | 64.67%-36.3pp | 1364.94%-1336.6pp |
| Employer contribution / active EE | $2,711 | $2,267+19.6% | $4,672-42.0% | $2,623+3.4% |
| Participant deferral / active EE | $5,859 | $2,836+106.6% | $5,626+4.1% | $4,346+34.8% |
| Admin fee / account holder | -$33 | $1,738-101.9% | $15,912-100.2% | $1,942-101.7% |