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 37 · EIN 04-2647786 | Loan Processing | $30,401 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $27,310 |
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 | $51,297 | $72,554-29.3% | $138,135-62.9% | $73,488-30.2% |
| Participation rate | 98.2% | 74.8%+23.4pp | 78.7%+19.5pp | 70.7%+27.5pp |
| Annual return | 12.66% | 17.50%-4.8pp | 20.51%-7.9pp | 28.51%-15.9pp |
| Employer contribution / active EE | $1,218 | $3,511-65.3% | $5,587-78.2% | $2,270-46.3% |
| Participant deferral / active EE | $5,094 | $4,908+3.8% | $6,431-20.8% | $3,740+36.2% |
| Admin fee / account holder | $241 | $464-48.0% | $11,856-98.0% | $513-52.9% |