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 | $20,904 |
HYPERION PARTNERS LLC2 years Service code 27 · EIN 47-4989158 | Advisory (Plan) | $18,369 |
Service code 16 · EIN 20-4780677 | Consulting | $8,361 |
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 | $44,434 | $99,957-55.5% | $149,696-70.3% | $73,488-39.5% |
| Participation rate | 92.4% | 75.7%+16.7pp | 82.5%+9.9pp | 70.7%+21.7pp |
| Annual return | 15.67% | 53.87%-38.2pp | 276.60%-260.9pp | 28.51%-12.8pp |
| Employer contribution / active EE | $1,550 | $3,191-51.4% | $4,644-66.6% | $2,270-31.7% |
| Participant deferral / active EE | $4,029 | $6,073-33.6% | $6,842-41.1% | $3,740+7.8% |
| Admin fee / account holder | $221 | $551-60.0% | $9,309-97.6% | $513-57.0% |