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 37 · EIN 35-0145825 | Loan Processing | $19,911 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $5,324 |
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 | $20,145 | $50,385-60.0% | $75,670-73.4% | $62,292-67.7% |
| Participation rate | 94.4% | 67.7%+26.7pp | 72.3%+22.1pp | 69.5%+24.9pp |
| Annual return | 27.97% | 19.90%+8.1pp | 27.34%+0.6pp | 28.90%-0.9pp |
| Employer contribution / active EE | $677 | $1,537-55.9% | $2,352-71.2% | $2,042-66.8% |
| Participant deferral / active EE | $2,979 | $2,445+21.8% | $3,142-5.2% | $3,169-6.0% |
| Admin fee / account holder | $54 | $384-86.0% | $5,800-99.1% | $479-88.8% |