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 43-1451524 | Advisory (Plan) | $22,918 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,663 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,924 | $72,607-21.6% | $90,749-37.3% | $66,914-14.9% |
| Participation rate | 81.9% | 73.7%+8.2pp | 75.7%+6.2pp | 69.8%+12.1pp |
| Annual return | -18.69% | -12.28%-6.4pp | -12.16%-6.5pp | 1.58%-20.3pp |
| Employer contribution / active EE | $2,261 | $2,369-4.5% | $2,921-22.6% | $2,544-11.1% |
| Participant deferral / active EE | $6,345 | $3,977+59.5% | $4,564+39.0% | $4,237+49.7% |
| Admin fee / account holder | $275 | $707-61.1% | $8,445-96.7% | $593-53.6% |