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 35-2552359 | Advisory (Plan) | $25,018 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,060 |
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 | $55,081 | $48,576+13.4% | $169,463-67.5% | $56,287-2.1% |
| Participation rate | 97.2% | 65.8%+31.3pp | 77.8%+19.4pp | 69.9%+27.3pp |
| Annual return | -5.99% | -2.51%-3.5pp | 1.83%-7.8pp | -9.96%+4.0pp |
| Employer contribution / active EE | $3,779 | $1,559+142.4% | $4,159-9.1% | $2,111+79.0% |
| Participant deferral / active EE | $7,337 | $3,275+124.0% | $5,277+39.0% | $3,350+119.0% |
| Admin fee / account holder | $188 | $435-56.9% | $9,109-97.9% | $521-64.0% |