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 55 · EIN 35-2552359 | Other Commissions | $29,798 |
Service code 37 · EIN 04-2647786 | Loan Processing | $275 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,232 | $86,286+121.6% | $111,297+71.8% | $85,850+122.8% |
| Participation rate | 93.8% | 73.3%+20.4pp | 77.3%+16.4pp | 69.3%+24.4pp |
| Annual return | 12.39% | 19.99%-7.6pp | 54.65%-42.3pp | 318.53%-306.1pp |
| Employer contribution / active EE | $3,106 | $2,043+52.0% | $2,731+13.7% | $2,565+21.1% |
| Participant deferral / active EE | $9,680 | $3,641+165.9% | $4,487+115.7% | $3,952+145.0% |
| Admin fee / account holder | $4 | $8,188-99.9% | $7,964-99.9% | $6,260-99.9% |