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 27 · EIN 71-0596922 | Advisory (Plan) | $20,608 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,034 |
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 | $68,769 | $47,977+43.3% | $154,107-55.4% | $56,287+22.2% |
| Participation rate | 98.1% | 66.2%+31.9pp | 83.0%+15.1pp | 69.9%+28.3pp |
| Annual return | -4.76% | 3.54%-8.3pp | 735.12%-739.9pp | -9.96%+5.2pp |
| Employer contribution / active EE | $4,478 | $2,169+106.5% | $5,298-15.5% | $2,111+112.1% |
| Participant deferral / active EE | $6,952 | $2,392+190.6% | $5,081+36.8% | $3,350+107.5% |
| Admin fee / account holder | $295 | $438-32.7% | $13,411-97.8% | $521-43.3% |