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 | $18,928 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $16,160 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $14,826 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,314 | $73,638+17.2% | $108,410-20.4% | $79,386+8.7% |
| Participation rate | 91.4% | 77.4%+14.1pp | 80.1%+11.3pp | 70.7%+20.7pp |
| Annual return | 14.34% | 33.27%-18.9pp | 905.27%-890.9pp | 116.85%-102.5pp |
| Employer contribution / active EE | $2,388 | $2,397-0.4% | $3,558-32.9% | $2,427-1.6% |
| Participant deferral / active EE | $4,438 | $6,218-28.6% | $6,563-32.4% | $4,046+9.7% |
| Admin fee / account holder | $260 | $638-59.3% | $7,295-96.4% | $626-58.5% |