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 47-1411118 | Advisory (Plan) | $46,703 |
Service code 37 · EIN 04-2647786 | Loan Processing | $41,459 |
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 | $57,061 | $64,286-11.2% | $90,951-37.3% | $73,409-22.3% |
| Participation rate | 82.5% | 63.6%+18.9pp | 69.0%+13.5pp | 72.2%+10.3pp |
| Annual return | 14.00% | 21.45%-7.5pp | 134.60%-120.6pp | 59.29%-45.3pp |
| Employer contribution / active EE | $1,275 | $895+42.6% | $2,122-39.9% | $2,234-42.9% |
| Participant deferral / active EE | $4,655 | $2,453+89.8% | $3,373+38.0% | $3,805+22.3% |
| Admin fee / account holder | $249 | $287-13.4% | $5,959-95.8% | $158+57.5% |