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 |
|---|---|---|
7300 WEALTH MANAGEMENT LLC1 year Service code 26 · EIN 46-3710435 | Advisory (Participants) | $11,951 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,803 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,390 | $76,050-10.1% | $96,544-29.2% | $71,457-4.3% |
| Participation rate | 76.5% | 74.4%+2.1pp | 76.0%+0.5pp | 67.9%+8.6pp |
| Annual return | 17.56% | 22.81%-5.3pp | 25.84%-8.3pp | 28.85%-11.3pp |
| Employer contribution / active EE | $2,228 | $2,244-0.7% | $2,965-24.9% | $2,588-13.9% |
| Participant deferral / active EE | $4,020 | $4,215-4.6% | $4,851-17.1% | $4,289-6.3% |
| Admin fee / account holder | $79 | $2,707-97.1% | $8,252-99.0% | $1,587-95.0% |