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 27 · EIN 82-1364595 | Advisory (Plan) | $16,849 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,998 |
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 | $20,571 | $66,124-68.9% | $90,404-77.2% | $73,488-72.0% |
| Participation rate | 94.5% | 69.7%+24.8pp | 72.7%+21.8pp | 70.7%+23.8pp |
| Annual return | 14.08% | 17.65%-3.6pp | 1293.02%-1278.9pp | 28.51%-14.4pp |
| Employer contribution / active EE | $1,583 | $2,346-32.5% | $3,262-51.5% | $2,270-30.3% |
| Participant deferral / active EE | $4,103 | $3,039+35.0% | $3,963+3.5% | $3,740+9.7% |
| Admin fee / account holder | $123 | $396-68.9% | $5,611-97.8% | $513-76.0% |