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 7-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 |
|---|---|---|
FINANCIAL TELESIS3+ years Service code 27 · EIN 68-0279977 | Advisory (Plan) | $32,825 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,851 |
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 | $83,250 | $89,739-7.2% | $149,718-44.4% | $62,292+33.6% |
| Participation rate | 96.5% | 85.1%+11.4pp | 87.1%+9.4pp | 69.5%+27.0pp |
| Annual return | 18.36% | 21.01%-2.7pp | 1501.63%-1483.3pp | 28.90%-10.5pp |
| Employer contribution / active EE | $2,863 | $3,233-11.5% | $5,445-47.4% | $2,042+40.2% |
| Participant deferral / active EE | $8,653 | $4,797+80.4% | $6,569+31.7% | $3,169+173.0% |
| Admin fee / account holder | $233 | $551-57.8% | $11,283-97.9% | $479-51.5% |