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 10 · EIN 36-2938874 | Accounting | $13,175 |
Service code 37 · EIN 04-2647786 | Loan Processing | $249 |
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 | $215,291 | $89,355+140.9% | $141,162+52.5% | $72,985+195.0% |
| Participation rate | 95.2% | 75.1%+20.1pp | 82.5%+12.7pp | 69.5%+25.7pp |
| Annual return | 27.55% | 111.85%-84.3pp | 71.39%-43.8pp | 81.00%-53.5pp |
| Employer contribution / active EE | $3,875 | $3,114+24.4% | $4,735-18.2% | $2,440+58.8% |
| Participant deferral / active EE | $9,225 | $5,418+70.3% | $6,709+37.5% | $3,607+155.7% |
| Admin fee / account holder | $115 | $5,958-98.1% | $10,261-98.9% | $5,124-97.8% |