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 59-3331424 | Advisory (Plan) | $43,988 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,206 |
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 | $88,954 | $71,666+24.1% | $117,854-24.5% | $69,631+27.8% |
| Participation rate | 96.6% | 77.5%+19.1pp | 79.7%+16.9pp | 70.7%+25.9pp |
| Annual return | 17.56% | 18.86%-1.3pp | 335.08%-317.5pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $2,237 | $1,889+18.4% | $3,786-40.9% | $2,032+10.1% |
| Participant deferral / active EE | $3,143 | $3,340-5.9% | $4,482-29.9% | $3,224-2.5% |
| Admin fee / account holder | $220 | $120+83.0% | $8,020-97.3% | $110+99.4% |