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 |
|---|---|---|
FID INV INST OPS CO1 year Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,184 | $80,005+211.5% | $140,016+78.0% | $55,725+347.2% |
| Participation rate | 93.4% | 87.0%+6.4pp | 87.5%+5.9pp | 70.9%+22.6pp |
| Annual return | -5.47% | 0.46%-5.9pp | 651.12%-656.6pp | 244.93%-250.4pp |
| Employer contribution / active EE | $18,551 | $3,403+445.2% | $5,606+230.9% | $2,078+792.7% |
| Participant deferral / active EE | $11,549 | $5,264+119.4% | $6,927+66.7% | $3,356+244.2% |
| Admin fee / account holder | $0 | $116-100.0% | $10,705-100.0% | $115-100.0% |