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 38-2621598 | Accounting | $6,200 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,538 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $68,601 | $65,376+4.9% | $87,100-21.2% | $65,185+5.2% |
| Participation rate | 82.5% | 75.3%+7.2pp | 76.9%+5.6pp | 70.2%+12.3pp |
| Annual return | 20.13% | 31.27%-11.1pp | 28.19%-8.1pp | 29.38%-9.3pp |
| Employer contribution / active EE | $1,660 | $1,822-8.9% | $2,521-34.2% | $2,177-23.7% |
| Participant deferral / active EE | $1,489 | $3,388-56.0% | $4,049-63.2% | $3,514-57.6% |
| Admin fee / account holder | $49 | $520-90.6% | $7,497-99.3% | $847-94.2% |