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 | $17,332 |
Service code 27 · EIN 47-4989158 | Advisory (Plan) | $16,293 |
Service code 15 · EIN 20-4780677 | Recordkeeping | $9,825 |
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 | $34,125 | $73,102-53.3% | $123,544-72.4% | $56,287-39.4% |
| Participation rate | 86.1% | 74.3%+11.8pp | 82.3%+3.8pp | 69.9%+16.2pp |
| Annual return | -5.02% | 3.01%-8.0pp | 119.20%-124.2pp | -9.96%+4.9pp |
| Employer contribution / active EE | $893 | $2,977-70.0% | $4,628-80.7% | $2,111-57.7% |
| Participant deferral / active EE | $3,431 | $5,423-36.7% | $6,426-46.6% | $3,350+2.4% |
| Admin fee / account holder | $236 | $554-57.4% | $9,284-97.5% | $521-54.7% |