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 | $46,285 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $15,177 |
Form 5500 reported that benefits due were not provided when due.
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 | $121,159 | $73,638+64.5% | $95,952+26.3% | $73,488+64.9% |
| Participation rate | 97.4% | 76.2%+21.2pp | 77.1%+20.3pp | 70.7%+26.7pp |
| Annual return | 16.59% | 16.78%-0.2pp | 91.61%-75.0pp | 28.51%-11.9pp |
| Employer contribution / active EE | $4,309 | $1,863+131.2% | $2,541+69.6% | $2,270+89.8% |
| Participant deferral / active EE | $6,718 | $3,617+85.7% | $4,167+61.2% | $3,740+79.6% |
| Admin fee / account holder | $168 | $482-65.2% | $6,795-97.5% | $513-67.3% |