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 59-3331424 | Advisory (Plan) | $36,676 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,031 |
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 | $70,846 | $73,102-3.1% | $123,544-42.7% | $56,287+25.9% |
| Participation rate | 79.5% | 74.3%+5.2pp | 82.3%-2.8pp | 69.9%+9.6pp |
| Annual return | -4.15% | 3.01%-7.2pp | 119.20%-123.3pp | -9.96%+5.8pp |
| Employer contribution / active EE | $1,894 | $2,977-36.4% | $4,628-59.1% | $2,111-10.3% |
| Participant deferral / active EE | $9,219 | $5,423+70.0% | $6,426+43.5% | $3,350+175.2% |
| Admin fee / account holder | $179 | $554-67.6% | $9,284-98.1% | $521-65.6% |