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 | $102,487 |
Service code 27 · EIN 23-3034280 | Advisory (Plan) | $53,665 |
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 | $55,470 | $134,045-58.6% | $80,019-30.7% | $75,289-26.3% |
| Participation rate | 91.9% | 85.8%+6.1pp | 75.8%+16.0pp | 72.4%+19.4pp |
| Annual return | -5.39% | -0.56%-4.8pp | 11.22%-16.6pp | -0.04%-5.4pp |
| Employer contribution / active EE | $1,003 | $3,492-71.3% | $2,468-59.4% | $2,405-58.3% |
| Participant deferral / active EE | $2,626 | $4,976-47.2% | $3,686-28.8% | $3,739-29.8% |
| Admin fee / account holder | $133 | $124+7.7% | $6,521-98.0% | $102+30.4% |