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 37 · EIN 04-2647786 | Loan Processing | $240,021 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $66,667 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $13,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,481 | $108,759-87.6% | $149,696-91.0% | $93,223-85.5% |
| Participation rate | 81.7% | 70.7%+11.0pp | 82.5%-0.8pp | 74.9%+6.8pp |
| Annual return | 18.11% | 19.53%-1.4pp | 276.60%-258.5pp | 19.29%-1.2pp |
| Employer contribution / active EE | $187 | $2,777-93.3% | $4,644-96.0% | $2,680-93.0% |
| Participant deferral / active EE | $1,207 | $6,149-80.4% | $6,842-82.4% | $4,563-73.5% |
| Admin fee / account holder | $44 | $81-45.7% | $9,309-99.5% | $79-44.6% |