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 | $40,108 |
Service code 27 · EIN 46-3303127 | Advisory (Plan) | $30,559 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,243 | $92,055-31.3% | $106,213-40.5% | $77,643-18.5% |
| Participation rate | 91.2% | 81.0%+10.2pp | 75.3%+15.9pp | 70.6%+20.6pp |
| Annual return | 14.36% | 17.91%-3.5pp | 116.14%-101.8pp | 31.24%-16.9pp |
| Employer contribution / active EE | $3,507 | $3,367+4.1% | $3,171+10.6% | $2,726+28.6% |
| Participant deferral / active EE | $4,921 | $5,386-8.6% | $5,016-1.9% | $4,647+5.9% |
| Admin fee / account holder | $192 | $219-12.6% | $11,033-98.3% | $430-55.5% |