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 42-1445429 | Advisory (Plan) | $11,397 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,752 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,375 | $65,061-74.8% | $143,757-88.6% | $66,914-75.5% |
| Participation rate | 94.4% | 65.2%+29.2pp | 80.3%+14.1pp | 69.8%+24.6pp |
| Annual return | -17.50% | -11.14%-6.4pp | -0.04%-17.5pp | 1.58%-19.1pp |
| Employer contribution / active EE | $1,159 | $2,361-50.9% | $4,951-76.6% | $2,544-54.5% |
| Participant deferral / active EE | $2,116 | $2,919-27.5% | $5,637-62.5% | $4,237-50.1% |
| Admin fee / account holder | $62 | $502-87.6% | $14,673-99.6% | $593-89.5% |