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 | $70,757 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $33,333 |
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 | $63,792 | $81,537-21.8% | $149,718-57.4% | $69,631-8.4% |
| Participation rate | 97.1% | 86.1%+11.0pp | 87.1%+10.1pp | 70.7%+26.5pp |
| Annual return | 19.56% | 22.79%-3.2pp | 1501.63%-1482.1pp | 27571.02%-27551.5pp |
| Employer contribution / active EE | $2,620 | $3,239-19.1% | $5,445-51.9% | $2,032+29.0% |
| Participant deferral / active EE | $7,300 | $4,994+46.2% | $6,569+11.1% | $3,224+126.5% |
| Admin fee / account holder | $191 | $107+78.7% | $11,283-98.3% | $110+72.9% |