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 | $39,151 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $32,717 |
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 | $52,917 | $99,957-47.1% | $149,696-64.7% | $73,488-28.0% |
| Participation rate | 72.9% | 75.7%-2.8pp | 82.5%-9.6pp | 70.7%+2.2pp |
| Annual return | 33.20% | 53.87%-20.7pp | 276.60%-243.4pp | 28.51%+4.7pp |
| Employer contribution / active EE | $2,226 | $3,191-30.2% | $4,644-52.1% | $2,270-1.9% |
| Participant deferral / active EE | $4,886 | $6,073-19.5% | $6,842-28.6% | $3,740+30.7% |
| Admin fee / account holder | $257 | $551-53.4% | $9,309-97.2% | $513-50.0% |