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 47-1411118 | Advisory (Plan) | $14,190 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$382 |
Annual investment return 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 | $89,187 | $61,214+45.7% | $83,333+7.0% | $56,287+58.5% |
| Participation rate | 98.6% | 72.6%+26.0pp | 77.8%+20.9pp | 69.9%+28.8pp |
| Annual return | -7.84% | 0.42%-8.3pp | 10.63%-18.5pp | -9.96%+2.1pp |
| Employer contribution / active EE | $4,570 | $1,925+137.4% | $3,379+35.3% | $2,111+116.5% |
| Participant deferral / active EE | $14,307 | $5,091+181.0% | $5,565+157.1% | $3,350+327.1% |
| Admin fee / account holder | $186 | $512-63.6% | $7,510-97.5% | $521-64.3% |