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 27 · EIN 26-0058143 | Advisory (Plan) | $45,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,851 |
Employer 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 | $105,000 | $75,388+39.3% | $123,544-15.0% | $55,725+88.4% |
| Participation rate | 93.1% | 75.7%+17.4pp | 82.3%+10.8pp | 70.9%+22.2pp |
| Annual return | -5.59% | 4.48%-10.1pp | 119.20%-124.8pp | 244.93%-250.5pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $8,065 | $5,651+42.7% | $6,426+25.5% | $3,356+140.4% |
| Admin fee / account holder | $60 | $120-49.9% | $9,284-99.4% | $115-47.9% |