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 | $42,258 |
Filed as: INSTITUTIONAL INVESTMENT CONSULTIN Service code 27 · EIN 81-0635433 | Advisory (Plan) | $12,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,806 | $84,487-35.1% | $125,339-56.3% | $66,914-18.1% |
| Participation rate | 96.5% | 76.4%+20.1pp | 82.4%+14.1pp | 69.8%+26.7pp |
| Annual return | -17.31% | -8.39%-8.9pp | 572.05%-589.4pp | 1.58%-18.9pp |
| Employer contribution / active EE | $2,684 | $3,553-24.4% | $4,814-44.2% | $2,544+5.5% |
| Participant deferral / active EE | $10,808 | $6,781+59.4% | $7,446+45.1% | $4,237+155.1% |
| Admin fee / account holder | $198 | $685-71.1% | $10,010-98.0% | $593-66.6% |