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 59-3331424 | Advisory (Plan) | $7,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,784 |
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 | $54,738 | $80,753-32.2% | $136,294-59.8% | $62,292-12.1% |
| Participation rate | 78.9% | 73.5%+5.4pp | 81.9%-3.0pp | 69.5%+9.4pp |
| Annual return | 16.82% | 35.83%-19.0pp | 5155.94%-5139.1pp | 28.90%-12.1pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $6,480 | $5,164+25.5% | $6,247+3.7% | $3,169+104.5% |
| Admin fee / account holder | $221 | $525-57.9% | $9,243-97.6% | $479-53.8% |