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 | $25,516 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $23,351 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,227 | $69,477+16.9% | $94,646-14.2% | $71,457+13.7% |
| Participation rate | 95.5% | 78.4%+17.0pp | 80.8%+14.6pp | 67.9%+27.5pp |
| Annual return | 15.88% | 29.66%-13.8pp | 156.71%-140.8pp | 28.85%-13.0pp |
| Employer contribution / active EE | $2,562 | $2,853-10.2% | $3,672-30.2% | $2,588-1.0% |
| Participant deferral / active EE | $4,793 | $7,345-34.7% | $7,418-35.4% | $4,289+11.8% |
| Admin fee / account holder | $261 | $1,210-78.4% | $7,231-96.4% | $1,587-83.5% |