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) | $13,461 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,524 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,849 | $61,272-72.5% | $149,673-88.7% | $71,457-76.4% |
| Participation rate | 95.2% | 62.5%+32.7pp | 78.8%+16.4pp | 67.9%+27.2pp |
| Annual return | 16.47% | 35.85%-19.4pp | 134.42%-117.9pp | 28.85%-12.4pp |
| Employer contribution / active EE | $1,221 | $2,378-48.7% | $4,818-74.7% | $2,588-52.8% |
| Participant deferral / active EE | $2,150 | $2,917-26.3% | $5,680-62.1% | $4,289-49.9% |
| Admin fee / account holder | $60 | $1,261-95.2% | $13,210-99.5% | $1,587-96.2% |