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 36-4001764 | Advisory (Plan) | $31,054 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,943 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,655 | $95,274+138.9% | $135,903+67.5% | $74,419+205.9% |
| Participation rate | 92.3% | 78.2%+14.1pp | 81.9%+10.4pp | 70.7%+21.6pp |
| Annual return | 20.14% | 32.77%-12.6pp | 68.23%-48.1pp | 34.38%-14.2pp |
| Employer contribution / active EE | $5,031 | $3,874+29.9% | $4,856+3.6% | $2,637+90.7% |
| Participant deferral / active EE | $11,502 | $7,782+47.8% | $7,758+48.3% | $4,528+154.0% |
| Admin fee / account holder | $157 | $266-40.8% | $10,762-98.5% | $348-54.7% |