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 | $18,048 |
REGIONS BANK1 year Service code 27 · EIN 63-0371391 | Advisory (Plan) | $17,404 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,496 |
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 | $87,428 | $73,638+18.7% | $95,952-8.9% | $73,488+19.0% |
| Participation rate | 95.3% | 76.2%+19.2pp | 77.1%+18.3pp | 70.7%+24.7pp |
| Annual return | 13.44% | 16.78%-3.3pp | 91.61%-78.2pp | 28.51%-15.1pp |
| Employer contribution / active EE | $3,951 | $1,863+112.1% | $2,541+55.5% | $2,270+74.0% |
| Participant deferral / active EE | $7,987 | $3,617+120.8% | $4,167+91.7% | $3,740+113.6% |
| Admin fee / account holder | $173 | $482-64.0% | $6,795-97.4% | $513-66.2% |