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) | $70,987 |
Service code 37 · EIN 04-2647786 | Loan Processing | $68,037 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,214 | $56,638-7.8% | $169,368-69.2% | $74,419-29.8% |
| Participation rate | 94.7% | 67.5%+27.2pp | 77.1%+17.6pp | 70.7%+24.0pp |
| Annual return | 17.33% | 24.75%-7.4pp | 405.60%-388.3pp | 34.38%-17.1pp |
| Employer contribution / active EE | $1,797 | $2,027-11.3% | $4,013-55.2% | $2,637-31.9% |
| Participant deferral / active EE | $5,477 | $4,223+29.7% | $6,221-12.0% | $4,528+21.0% |
| Admin fee / account holder | $200 | $307-34.6% | $9,003-97.8% | $348-42.4% |