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 38-1961943 | Advisory (Plan) | $43,442 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,566 |
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 | $131,927 | $99,957+32.0% | $149,696-11.9% | $73,488+79.5% |
| Participation rate | 80.0% | 75.7%+4.3pp | 82.5%-2.5pp | 70.7%+9.3pp |
| Annual return | 14.71% | 53.87%-39.2pp | 276.60%-261.9pp | 28.51%-13.8pp |
| Employer contribution / active EE | $1,396 | $3,191-56.2% | $4,644-69.9% | $2,270-38.5% |
| Participant deferral / active EE | $8,381 | $6,073+38.0% | $6,842+22.5% | $3,740+124.1% |
| Admin fee / account holder | $196 | $551-64.3% | $9,309-97.9% | $513-61.7% |