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 16 · EIN 13-2638166 | Consulting | $51,982 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$62,922 |
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 | $205,922 | $79,523+158.9% | $140,016+47.1% | $56,287+265.8% |
| Participation rate | 97.7% | 85.7%+12.0pp | 87.5%+10.2pp | 69.9%+27.9pp |
| Annual return | -4.82% | 2.39%-7.2pp | 651.12%-655.9pp | -9.96%+5.1pp |
| Employer contribution / active EE | $5,057 | $3,350+50.9% | $5,606-9.8% | $2,111+139.5% |
| Participant deferral / active EE | $8,997 | $5,129+75.4% | $6,927+29.9% | $3,350+168.6% |
| Admin fee / account holder | -$50 | $614-108.1% | $10,705-100.5% | $521-109.6% |