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 6-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 | $138,605 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $5,415 |
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 | $86,410 | $78,419+10.2% | $133,956-35.5% | $73,409+17.7% |
| Participation rate | 99.2% | 78.6%+20.6pp | 79.8%+19.4pp | 72.2%+27.0pp |
| Annual return | 18.96% | 33.35%-14.4pp | 45.09%-26.1pp | 59.29%-40.3pp |
| Employer contribution / active EE | $5,372 | $2,044+162.9% | $3,919+37.1% | $2,234+140.5% |
| Participant deferral / active EE | $7,387 | $3,925+88.2% | $5,048+46.4% | $3,805+94.1% |
| Admin fee / account holder | $20 | $161-87.4% | $8,927-99.8% | $158-87.1% |