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) | $22,091 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,317 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,317 | $79,944-4.5% | $98,439-22.5% | $75,163+1.5% |
| Participation rate | 86.3% | 70.4%+15.9pp | 75.2%+11.2pp | 67.2%+19.1pp |
| Annual return | 19.83% | 19.75%+0.1pp | 21.16%-1.3pp | 160.62%-140.8pp |
| Employer contribution / active EE | $2,847 | $2,264+25.8% | $3,048-6.6% | $2,670+6.6% |
| Participant deferral / active EE | $7,279 | $3,752+94.0% | $4,738+53.6% | $4,125+76.4% |
| Admin fee / account holder | $287 | $6,840-95.8% | $8,948-96.8% | $5,651-94.9% |