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 37 · EIN 04-2647786 | Loan Processing | $13,850 |
Service code 10 · EIN 64-0767137 | Accounting | $11,550 |
Form 5500 reported that benefits due were not provided when due.
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 | $45,586 | $69,159-34.1% | $125,175-63.6% | $67,579-32.5% |
| Participation rate | 87.9% | 78.2%+9.7pp | 79.8%+8.2pp | 71.3%+16.7pp |
| Annual return | 22.81% | 27.12%-4.3pp | 43.79%-21.0pp | 378.56%-355.7pp |
| Employer contribution / active EE | $831 | $2,023-58.9% | $3,865-78.5% | $2,148-61.3% |
| Participant deferral / active EE | $4,252 | $3,700+14.9% | $4,937-13.9% | $3,539+20.1% |
| Admin fee / account holder | $27 | $142-80.9% | $9,702-99.7% | $142-81.0% |