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 26-0058143 | Advisory (Plan) | $82,672 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$33,006 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,021 | $65,223-14.1% | $80,019-30.0% | $55,725+0.5% |
| Participation rate | 98.6% | 80.6%+18.0pp | 75.8%+22.7pp | 70.9%+27.7pp |
| Annual return | -6.42% | 7.59%-14.0pp | 11.22%-17.6pp | 244.93%-251.3pp |
| Employer contribution / active EE | $1,506 | $2,544-40.8% | $2,468-39.0% | $2,078-27.5% |
| Participant deferral / active EE | $4,364 | $3,881+12.5% | $3,686+18.4% | $3,356+30.1% |
| Admin fee / account holder | $69 | $114-40.0% | $6,521-98.9% | $115-40.5% |