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 9-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 27 · EIN 43-1451524 | Advisory (Plan) | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,450 |
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 | $107,720 | $63,764+68.9% | $81,930+31.5% | $79,858+34.9% |
| Participation rate | 96.9% | 67.5%+29.4pp | 72.0%+24.9pp | 69.6%+27.3pp |
| Annual return | 17.11% | 22.66%-5.6pp | 29.49%-12.4pp | 31.71%-14.6pp |
| Employer contribution / active EE | $2,844 | $1,795+58.4% | $4,310-34.0% | $2,471+15.1% |
| Participant deferral / active EE | $8,032 | $2,780+188.9% | $7,107+13.0% | $3,740+114.8% |
| Admin fee / account holder | $111 | $4,426-97.5% | $5,158-97.9% | $5,306-97.9% |