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 | $28,056 |
Service code 27 · EIN 23-3034280 | Advisory (Plan) | $9,008 |
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 | $96,352 | $73,638+30.8% | $95,952+0.4% | $73,488+31.1% |
| Participation rate | 91.0% | 76.2%+14.8pp | 77.1%+13.9pp | 70.7%+20.3pp |
| Annual return | 18.06% | 16.78%+1.3pp | 91.61%-73.6pp | 28.51%-10.5pp |
| Employer contribution / active EE | $722 | $1,863-61.3% | $2,541-71.6% | $2,270-68.2% |
| Participant deferral / active EE | $4,606 | $3,617+27.3% | $4,167+10.5% | $3,740+23.2% |
| Admin fee / account holder | $167 | $482-65.4% | $6,795-97.5% | $513-67.5% |