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 47-2368024 | Advisory (Plan) | $64,074 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,382 |
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 | $70,201 | $75,388-6.9% | $123,544-43.2% | $55,725+26.0% |
| Participation rate | 86.0% | 75.7%+10.3pp | 82.3%+3.7pp | 70.9%+15.1pp |
| Annual return | -6.11% | 4.48%-10.6pp | 119.20%-125.3pp | 244.93%-251.0pp |
| Employer contribution / active EE | $2,629 | $3,063-14.2% | $4,628-43.2% | $2,078+26.5% |
| Participant deferral / active EE | $9,052 | $5,651+60.2% | $6,426+40.9% | $3,356+169.8% |
| Admin fee / account holder | $96 | $120-19.8% | $9,284-99.0% | $115-16.6% |