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 |
|---|---|---|
ERNST & YOUNG LLP2 years Filed as: ERNEST & YOUNG LLP Service code 27 · EIN 34-6565596 | Advisory (Plan) | $26,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$92,064 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,123 | $100,227-42.0% | $169,993-65.8% | $74,419-21.9% |
| Participation rate | 89.5% | 87.3%+2.2pp | 87.0%+2.5pp | 70.7%+18.8pp |
| Annual return | 21.33% | 66.08%-44.8pp | 53.37%-32.0pp | 34.38%-13.0pp |
| Employer contribution / active EE | $2,450 | $4,263-42.5% | $6,785-63.9% | $2,637-7.1% |
| Participant deferral / active EE | $5,345 | $7,143-25.2% | $10,408-48.6% | $4,528+18.0% |
| Admin fee / account holder | -$69 | $234-129.4% | $12,815-100.5% | $348-119.8% |