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) | $23,879 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,081 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,336 | $81,625+31.5% | $167,512-35.9% | $74,304+44.5% |
| Participation rate | 95.0% | 60.0%+35.0pp | 77.1%+18.0pp | 60.3%+34.7pp |
| Annual return | 16.40% | 26.09%-9.7pp | 1615.79%-1599.4pp | 29.43%-13.0pp |
| Employer contribution / active EE | $3,846 | $2,010+91.3% | $3,882-0.9% | $2,241+71.6% |
| Participant deferral / active EE | $7,486 | $4,115+81.9% | $6,405+16.9% | $3,767+98.7% |
| Admin fee / account holder | $239 | $3,474-93.1% | $9,769-97.6% | $2,969-91.9% |