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 10 · EIN 72-1202455 | Accounting | $9,700 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,806 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,196 | $98,982-48.3% | $162,163-68.4% | $65,185-21.5% |
| Participation rate | 98.4% | 85.8%+12.6pp | 87.6%+10.8pp | 70.2%+28.2pp |
| Annual return | 20.40% | 24.84%-4.4pp | 115.59%-95.2pp | 29.38%-9.0pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $5,614-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $6,317 | $5,384+17.3% | $7,298-13.4% | $3,514+79.8% |
| Admin fee / account holder | $123 | $596-79.3% | $10,843-98.9% | $847-85.4% |