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 27 · EIN 47-1411118 | Advisory (Plan) | $26,328 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,756 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,267 | $58,320+18.8% | $86,436-19.9% | $66,914+3.5% |
| Participation rate | 92.2% | 78.6%+13.6pp | 80.3%+11.9pp | 69.8%+22.4pp |
| Annual return | -15.51% | -9.71%-5.8pp | 4394.89%-4410.4pp | 1.58%-17.1pp |
| Employer contribution / active EE | $2,325 | $2,615-11.1% | $3,769-38.3% | $2,544-8.6% |
| Participant deferral / active EE | $4,352 | $6,899-36.9% | $6,952-37.4% | $4,237+2.7% |
| Admin fee / account holder | $264 | $546-51.7% | $6,731-96.1% | $593-55.6% |