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 | $18,425 |
HYPERION PARTNERS LLC1 year Service code 27 · EIN 47-4989158 | Advisory (Plan) | $16,503 |
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 | $39,574 | $89,652-55.9% | $141,162-72.0% | $65,185-39.3% |
| Participation rate | 92.1% | 74.7%+17.3pp | 82.5%+9.6pp | 70.2%+21.9pp |
| Annual return | 22.83% | 32.79%-10.0pp | 71.39%-48.6pp | 29.38%-6.5pp |
| Employer contribution / active EE | $1,092 | $3,065-64.4% | $4,735-76.9% | $2,177-49.8% |
| Participant deferral / active EE | $3,950 | $5,691-30.6% | $6,709-41.1% | $3,514+12.4% |
| Admin fee / account holder | $176 | $569-69.1% | $10,261-98.3% | $847-79.3% |