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 |
|---|---|---|
FINANCIAL LIFE ADVISORS3+ years Service code 26 · EIN 20-0201132 | Advisory (Participants) | $32,807 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,116 |
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 | $96,719 | $37,196+160.0% | $154,107-37.2% | $55,725+73.6% |
| Participation rate | 97.8% | 64.1%+33.7pp | 83.0%+14.8pp | 70.9%+26.9pp |
| Annual return | -6.25% | 1319.68%-1325.9pp | 735.12%-741.4pp | 244.93%-251.2pp |
| Employer contribution / active EE | $5,274 | $1,614+226.7% | $5,298-0.4% | $2,078+153.8% |
| Participant deferral / active EE | $4,017 | $2,068+94.2% | $5,081-20.9% | $3,356+19.7% |
| Admin fee / account holder | $153 | $102+50.8% | $13,411-98.9% | $115+33.0% |