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) | $107,716 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$10,662 |
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 | $133,625 | $111,608+19.7% | $177,821-24.9% | $73,409+82.0% |
| Participation rate | 90.3% | 87.9%+2.4pp | 87.7%+2.6pp | 72.2%+18.1pp |
| Annual return | 17.80% | 18.23%-0.4pp | 48.32%-30.5pp | 59.29%-41.5pp |
| Employer contribution / active EE | $5,367 | $3,796+41.4% | $5,918-9.3% | $2,234+140.3% |
| Participant deferral / active EE | $9,557 | $6,199+54.2% | $7,714+23.9% | $3,805+151.1% |
| Admin fee / account holder | $126 | $166-24.0% | $12,427-99.0% | $158-20.3% |