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) | $26,372 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,278 |
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 | $88,710 | $73,360+20.9% | $177,989-50.2% | $74,495+19.1% |
| Participation rate | 95.5% | 66.6%+28.9pp | 77.1%+18.4pp | 67.2%+28.3pp |
| Annual return | 9.01% | 17.49%-8.5pp | 294.48%-285.5pp | 1364.94%-1355.9pp |
| Employer contribution / active EE | $3,960 | $2,216+78.6% | $3,949+0.3% | $2,623+51.0% |
| Participant deferral / active EE | $7,279 | $4,513+61.3% | $6,276+16.0% | $4,346+67.5% |
| Admin fee / account holder | $253 | $1,808-86.0% | $10,363-97.6% | $1,942-87.0% |