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 37 · EIN 04-2647786 | Loan Processing | $40,008 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $36,607 |
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 | $74,009 | $52,293+41.5% | $178,490-58.5% | $73,409+0.8% |
| Participation rate | 80.5% | 65.3%+15.1pp | 81.9%-1.5pp | 72.2%+8.3pp |
| Annual return | 13.97% | 34.75%-20.8pp | 151.07%-137.1pp | 59.29%-45.3pp |
| Employer contribution / active EE | $1,623 | $1,735-6.5% | $5,011-67.6% | $2,234-27.4% |
| Participant deferral / active EE | $3,950 | $2,332+69.4% | $5,202-24.1% | $3,805+3.8% |
| Admin fee / account holder | $253 | $127+98.4% | $13,984-98.2% | $158+60.1% |