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 | $21,573 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $19,393 |
Annual investment return 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 | $42,787 | $86,332-50.4% | $125,175-65.8% | $65,185-34.4% |
| Participation rate | 95.6% | 75.3%+20.3pp | 79.8%+15.8pp | 70.2%+25.4pp |
| Annual return | 17.34% | 27.43%-10.1pp | 43.79%-26.5pp | 29.38%-12.0pp |
| Employer contribution / active EE | $1,195 | $2,040-41.4% | $3,865-69.1% | $2,177-45.1% |
| Participant deferral / active EE | $3,567 | $3,537+0.8% | $4,937-27.7% | $3,514+1.5% |
| Admin fee / account holder | $238 | $609-60.9% | $9,702-97.5% | $847-71.9% |