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 27 · EIN 35-2552359 | Advisory (Plan) | $119,812 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,613 |
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 | $120,706 | $88,515+36.4% | $162,163-25.6% | $67,579+78.6% |
| Participation rate | 88.9% | 86.8%+2.1pp | 87.6%+1.4pp | 71.3%+17.6pp |
| Annual return | 27.29% | 27.04%+0.3pp | 115.59%-88.3pp | 378.56%-351.3pp |
| Employer contribution / active EE | $5,164 | $3,563+44.9% | $5,614-8.0% | $2,148+140.5% |
| Participant deferral / active EE | $9,205 | $5,724+60.8% | $7,298+26.1% | $3,539+160.1% |
| Admin fee / account holder | $177 | $124+42.9% | $10,843-98.4% | $142+24.2% |