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 04-2647786 | Loan Processing | $68,871 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $22,014 |
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 | $21,480 | $35,485-39.5% | $74,550-71.2% | $55,725-61.5% |
| Participation rate | 95.6% | 62.5%+33.1pp | 69.1%+26.5pp | 70.9%+24.8pp |
| Annual return | -5.25% | 0.72%-6.0pp | 32.53%-37.8pp | 244.93%-250.2pp |
| Employer contribution / active EE | $451 | $777-41.9% | $1,961-77.0% | $2,078-78.3% |
| Participant deferral / active EE | $3,346 | $2,181+53.4% | $3,108+7.7% | $3,356-0.3% |
| Admin fee / account holder | $137 | $114+19.5% | $5,060-97.3% | $115+18.7% |