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 8-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 | $15,643 |
Service code 16 · EIN 45-3679779 | Consulting | $7,098 |
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 | $109,495 | $69,231+58.2% | $91,989+19.0% | $67,579+62.0% |
| Participation rate | 96.1% | 78.9%+17.2pp | 78.6%+17.5pp | 71.3%+24.8pp |
| Annual return | 21.33% | 32.03%-10.7pp | 69.02%-47.7pp | 378.56%-357.2pp |
| Employer contribution / active EE | $2,213 | $2,284-3.1% | $3,452-35.9% | $2,148+3.1% |
| Participant deferral / active EE | $8,613 | $5,854+47.1% | $5,923+45.4% | $3,539+143.3% |
| Admin fee / account holder | $49 | $107-54.5% | $7,743-99.4% | $142-65.6% |