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 47-1411118 | Advisory (Plan) | $47,048 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,522 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,252 | $69,362+12.8% | $101,248-22.7% | $73,488+6.5% |
| Participation rate | 93.9% | 68.4%+25.5pp | 75.8%+18.1pp | 70.7%+23.2pp |
| Annual return | 16.97% | 18.46%-1.5pp | 46.47%-29.5pp | 28.51%-11.5pp |
| Employer contribution / active EE | $2,870 | $2,628+9.2% | $3,660-21.6% | $2,270+26.4% |
| Participant deferral / active EE | $9,396 | $3,300+184.7% | $4,370+115.0% | $3,740+151.3% |
| Admin fee / account holder | $296 | $704-58.0% | $5,945-95.0% | $513-42.4% |