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 12 · EIN 48-1205033 | Claims processing; Participant loan p... | $16,199 |
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 | $20,767 | $52,953-60.8% | $172,739-88.0% | $65,185-68.1% |
| Participation rate | 73.5% | 66.2%+7.3pp | 82.6%-9.2pp | 70.2%+3.3pp |
| Annual return | 16.06% | 30.12%-14.1pp | 802.84%-786.8pp | 29.38%-13.3pp |
| Employer contribution / active EE | $886 | $2,190-59.5% | $5,143-82.8% | $2,177-59.3% |
| Participant deferral / active EE | $1,209 | $2,471-51.0% | $5,198-76.7% | $3,514-65.6% |
| Admin fee / account holder | $86 | $472-81.8% | $13,954-99.4% | $847-89.9% |