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 | $30,370 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $22,558 |
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 | $43,310 | $66,310-34.7% | $93,606-53.7% | $65,185-33.6% |
| Participation rate | 95.4% | 74.0%+21.4pp | 75.8%+19.6pp | 70.2%+25.2pp |
| Annual return | 21.56% | 42.58%-21.0pp | 32.76%-11.2pp | 29.38%-7.8pp |
| Employer contribution / active EE | $2,261 | $2,012+12.4% | $2,718-16.8% | $2,177+3.9% |
| Participant deferral / active EE | $4,198 | $3,342+25.6% | $4,069+3.2% | $3,514+19.5% |
| Admin fee / account holder | $197 | $6,897-97.1% | $7,888-97.5% | $847-76.8% |