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 91-2096181 | Advisory (Plan) | $9,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,962 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,259 | $89,652-37.2% | $141,162-60.1% | $65,185-13.7% |
| Participation rate | 79.5% | 74.7%+4.8pp | 82.5%-3.0pp | 70.2%+9.3pp |
| Annual return | 22.31% | 32.79%-10.5pp | 71.39%-49.1pp | 29.38%-7.1pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $10,247 | $5,691+80.1% | $6,709+52.7% | $3,514+191.6% |
| Admin fee / account holder | $86 | $569-84.9% | $10,261-99.2% | $847-89.9% |