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 8-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) | $77,418 |
Service code 37 · EIN 04-2647786 | Loan Processing | $74,516 |
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 | $54,986 | $60,607-9.3% | $189,557-71.0% | $86,799-36.7% |
| Participation rate | 95.1% | 68.9%+26.2pp | 78.4%+16.7pp | 72.3%+22.8pp |
| Annual return | 12.91% | 65.18%-52.3pp | 64.17%-51.3pp | 97.91%-85.0pp |
| Employer contribution / active EE | $1,527 | $1,626-6.1% | $4,412-65.4% | $2,405-36.5% |
| Participant deferral / active EE | $4,784 | $3,895+22.8% | $6,174-22.5% | $4,131+15.8% |
| Admin fee / account holder | $237 | $159+49.5% | $9,807-97.6% | $170+40.0% |