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 47-1411118 | Advisory (Plan) | $24,244 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,886 |
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 | $94,588 | $65,390+44.7% | $169,368-44.2% | $71,457+32.4% |
| Participation rate | 92.4% | 67.0%+25.5pp | 77.1%+15.3pp | 67.9%+24.5pp |
| Annual return | 14.17% | 21.31%-7.1pp | 405.60%-391.4pp | 28.85%-14.7pp |
| Employer contribution / active EE | $3,570 | $2,079+71.8% | $4,013-11.0% | $2,588+38.0% |
| Participant deferral / active EE | $6,264 | $4,367+43.4% | $6,221+0.7% | $4,289+46.1% |
| Admin fee / account holder | $237 | $1,324-82.1% | $9,003-97.4% | $1,587-85.1% |