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 | $11,780 |
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 | $52,233 | $78,419-33.4% | $133,956-61.0% | $73,409-28.8% |
| Participation rate | 88.1% | 78.6%+9.5pp | 79.8%+8.3pp | 72.2%+15.9pp |
| Annual return | 16.00% | 33.35%-17.3pp | 45.09%-29.1pp | 59.29%-43.3pp |
| Employer contribution / active EE | $814 | $2,044-60.2% | $3,919-79.2% | $2,234-63.5% |
| Participant deferral / active EE | $4,626 | $3,925+17.9% | $5,048-8.3% | $3,805+21.6% |
| Admin fee / account holder | $25 | $161-84.3% | $8,927-99.7% | $158-84.0% |