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 47-1411118 | Advisory (Plan) | $38,136 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,557 |
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 | $65,815 | $63,114+4.3% | $92,893-29.1% | $65,185+1.0% |
| Participation rate | 96.5% | 68.8%+27.7pp | 76.0%+20.5pp | 70.2%+26.3pp |
| Annual return | 27.04% | 28.75%-1.7pp | 109.41%-82.4pp | 29.38%-2.3pp |
| Employer contribution / active EE | $2,883 | $2,571+12.1% | $3,653-21.1% | $2,177+32.4% |
| Participant deferral / active EE | $9,176 | $3,108+195.2% | $4,236+116.6% | $3,514+161.1% |
| Admin fee / account holder | $255 | $624-59.1% | $5,794-95.6% | $847-69.9% |