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 | $37,460 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $21,490 |
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 | $65,691 | $80,753-18.7% | $136,294-51.8% | $62,292+5.5% |
| Participation rate | 93.5% | 73.5%+20.0pp | 81.9%+11.6pp | 69.5%+24.0pp |
| Annual return | 20.86% | 35.83%-15.0pp | 5155.94%-5135.1pp | 28.90%-8.0pp |
| Employer contribution / active EE | $2,182 | $2,884-24.4% | $4,695-53.5% | $2,042+6.8% |
| Participant deferral / active EE | $6,752 | $5,164+30.8% | $6,247+8.1% | $3,169+113.1% |
| Admin fee / account holder | $195 | $525-62.8% | $9,243-97.9% | $479-59.3% |