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 35-0145825 | Loan Processing | $24,209 |
WELL AND GOOD LLC5 years Service code 27 · EIN 05-1560115 | Advisory (Plan) | $6,500 |
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 | $88,941 | $69,763+27.5% | $67,502+31.8% | $74,495+19.4% |
| Participation rate | 71.3% | 71.4%-0.1pp | 72.9%-1.6pp | 67.2%+4.1pp |
| Annual return | 14.89% | -40.34%+55.2pp | 3512.12%-3497.2pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $2,805 | $2,704+3.7% | $2,731+2.7% | $2,623+6.9% |
| Participant deferral / active EE | $3,416 | $3,636-6.0% | $4,000-14.6% | $4,346-21.4% |
| Admin fee / account holder | $43 | $896-95.2% | $3,998-98.9% | $1,942-97.8% |