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 55 · EIN 35-2552359 | Other Commissions | $18,637 |
Service code 37 · EIN 04-2647786 | Loan Processing | $888 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,304 | $65,435-36.9% | $86,677-52.3% | $66,914-38.3% |
| Participation rate | 76.9% | 75.5%+1.5pp | 76.6%+0.3pp | 69.8%+7.1pp |
| Annual return | -19.81% | -10.89%-8.9pp | 35.91%-55.7pp | 1.58%-21.4pp |
| Employer contribution / active EE | $2,084 | $2,153-3.2% | $2,836-26.5% | $2,544-18.1% |
| Participant deferral / active EE | $4,694 | $4,100+14.5% | $4,656+0.8% | $4,237+10.8% |
| Admin fee / account holder | $5 | $642-99.1% | $7,493-99.9% | $593-99.1% |