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 35-2552359 | Advisory (Plan) | $31,426 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,723 |
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 | $60,085 | $59,186+1.5% | $76,768-21.7% | $56,287+6.7% |
| Participation rate | 93.3% | 75.2%+18.1pp | 77.0%+16.4pp | 69.9%+23.5pp |
| Annual return | -5.73% | 6.62%-12.3pp | 2.43%-8.2pp | -9.96%+4.2pp |
| Employer contribution / active EE | $1,449 | $1,759-17.6% | $2,485-41.7% | $2,111-31.3% |
| Participant deferral / active EE | $4,514 | $3,255+38.7% | $3,852+17.2% | $3,350+34.8% |
| Admin fee / account holder | $286 | $489-41.6% | $6,675-95.7% | $521-45.1% |