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 55 · EIN 93-0987232 | Other Commissions | $66,461 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,850 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,211 | $65,435+33.3% | $86,677+0.6% | $66,914+30.3% |
| Participation rate | 93.5% | 75.5%+18.1pp | 76.6%+16.9pp | 69.8%+23.7pp |
| Annual return | -16.94% | -10.89%-6.0pp | 35.91%-52.8pp | 1.58%-18.5pp |
| Employer contribution / active EE | $1,735 | $2,153-19.4% | $2,836-38.8% | $2,544-31.8% |
| Participant deferral / active EE | $6,766 | $4,100+65.0% | $4,656+45.3% | $4,237+59.7% |
| Admin fee / account holder | $7 | $642-98.9% | $7,493-99.9% | $593-98.8% |