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 20-8874282 | Advisory (Plan) | $22,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$27,069 |
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 | $80,846 | $55,449+45.8% | $83,848-3.6% | $56,287+43.6% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -4.77% | -1.38%-3.4pp | 850.88%-855.6pp | -9.96%+5.2pp |
| Employer contribution / active EE | $4,362 | $2,430+79.5% | $3,631+20.1% | $2,111+106.6% |
| Participant deferral / active EE | $4,472 | $2,935+52.3% | $4,082+9.6% | $3,350+33.5% |
| Admin fee / account holder | $0 | $656-100.0% | $5,478-100.0% | $521-100.0% |