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 |
|---|---|---|
Filed as: RMB Service code 16 · EIN 45-2322530 | Consulting | $17,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,250 |
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 | $42,294 | $155,795-72.9% | $136,294-69.0% | $69,631-39.3% |
| Participation rate | 98.2% | 75.2%+22.9pp | 81.9%+16.3pp | 70.7%+27.5pp |
| Annual return | 23.28% | 232464.33%-232441.1pp | 5155.94%-5132.7pp | 27571.02%-27547.7pp |
| Employer contribution / active EE | $3,649 | $2,991+22.0% | $4,695-22.3% | $2,032+79.6% |
| Participant deferral / active EE | $8,271 | $5,394+53.3% | $6,247+32.4% | $3,224+156.6% |
| Admin fee / account holder | $49 | $128-62.0% | $9,243-99.5% | $110-55.8% |