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 | $23,766 |
Service code 27 · EIN 82-3399190 | Advisory (Plan) | $23,228 |
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 | $42,046 | $73,102-42.5% | $123,544-66.0% | $56,287-25.3% |
| Participation rate | 95.1% | 74.3%+20.8pp | 82.3%+12.8pp | 69.9%+25.2pp |
| Annual return | -1.76% | 3.01%-4.8pp | 119.20%-121.0pp | -9.96%+8.2pp |
| Employer contribution / active EE | $3,938 | $2,977+32.3% | $4,628-14.9% | $2,111+86.5% |
| Participant deferral / active EE | $8,473 | $5,423+56.3% | $6,426+31.9% | $3,350+152.9% |
| Admin fee / account holder | $243 | $554-56.0% | $9,284-97.4% | $521-53.3% |