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 10 · EIN 84-0741890 | Accounting | $13,108 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,669 |
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 | $35,026 | $79,523-56.0% | $140,016-75.0% | $56,287-37.8% |
| Participation rate | 88.7% | 85.7%+3.0pp | 87.5%+1.2pp | 69.9%+18.8pp |
| Annual return | -5.68% | 2.39%-8.1pp | 651.12%-656.8pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,704 | $3,350-49.1% | $5,606-69.6% | $2,111-19.3% |
| Participant deferral / active EE | $3,146 | $5,129-38.7% | $6,927-54.6% | $3,350-6.1% |
| Admin fee / account holder | $134 | $614-78.1% | $10,705-98.7% | $521-74.2% |