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 | $13,656 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $10,546 |
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 | $29,371 | $63,114-53.5% | $92,893-68.4% | $65,185-54.9% |
| Participation rate | 87.0% | 68.8%+18.2pp | 76.0%+11.0pp | 70.2%+16.8pp |
| Annual return | 22.48% | 28.75%-6.3pp | 109.41%-86.9pp | 29.38%-6.9pp |
| Employer contribution / active EE | $1,288 | $2,571-49.9% | $3,653-64.8% | $2,177-40.8% |
| Participant deferral / active EE | $3,920 | $3,108+26.1% | $4,236-7.5% | $3,514+11.6% |
| Admin fee / account holder | $210 | $624-66.3% | $5,794-96.4% | $847-75.2% |