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 47-2587418 | Advisory (Plan) | $43,441 |
Service code 37 · EIN 04-2647786 | Loan Processing | $956 |
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 | $57,085 | $61,214-6.7% | $83,333-31.5% | $56,287+1.4% |
| Participation rate | 84.1% | 72.6%+11.6pp | 77.8%+6.4pp | 69.9%+14.3pp |
| Annual return | -5.84% | 0.42%-6.3pp | 10.63%-16.5pp | -9.96%+4.1pp |
| Employer contribution / active EE | $3,733 | $1,925+93.9% | $3,379+10.5% | $2,111+76.8% |
| Participant deferral / active EE | $8,366 | $5,091+64.3% | $5,565+50.3% | $3,350+149.8% |
| Admin fee / account holder | $203 | $512-60.4% | $7,510-97.3% | $521-61.1% |