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 | $1,325 |
JACQUES FINANCIAL LLC3 years Service code 61 15430 AVERY RD · ROCKVILLE, MD 20855 | Finders' fees / placement fees | $0 |
Service code 61 · EIN 13-3749682 | Finders' fees / placement fees | $0 |
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 | $35,970 | $100,801-64.3% | $149,696-76.0% | $73,409-51.0% |
| Participation rate | 99.2% | 77.7%+21.6pp | 82.5%+16.8pp | 72.2%+27.1pp |
| Annual return | 23.67% | 265.34%-241.7pp | 276.60%-252.9pp | 59.29%-35.6pp |
| Employer contribution / active EE | $3,799 | $3,312+14.7% | $4,644-18.2% | $2,234+70.1% |
| Participant deferral / active EE | $6,199 | $6,404-3.2% | $6,842-9.4% | $3,805+62.9% |
| Admin fee / account holder | $4 | $181-97.9% | $9,309-100.0% | $158-97.6% |