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 | $34,971 |
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 | $67,855 | $91,407-25.8% | $135,903-50.1% | $71,457-5.0% |
| Participation rate | 94.4% | 75.7%+18.7pp | 81.9%+12.4pp | 67.9%+26.4pp |
| Annual return | 23.34% | 29.90%-6.6pp | 68.23%-44.9pp | 28.85%-5.5pp |
| Employer contribution / active EE | $2,745 | $3,703-25.9% | $4,856-43.5% | $2,588+6.1% |
| Participant deferral / active EE | $11,479 | $7,092+61.9% | $7,758+48.0% | $4,289+167.6% |
| Admin fee / account holder | $165 | $1,266-86.9% | $10,762-98.5% | $1,587-89.6% |