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) | $45,546 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,361 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,304 | $106,236-35.7% | $112,228-39.1% | $64,808+5.4% |
| Participation rate | 92.2% | 71.7%+20.5pp | 75.1%+17.1pp | 71.5%+20.7pp |
| Annual return | -17.76% | -6.02%-11.7pp | 27.45%-45.2pp | 32.82%-50.6pp |
| Employer contribution / active EE | $2,797 | $3,166-11.7% | $3,635-23.0% | $2,506+11.6% |
| Participant deferral / active EE | $9,321 | $3,785+146.3% | $4,728+97.2% | $4,310+116.3% |
| Admin fee / account holder | $235 | $452-47.9% | $6,410-96.3% | $188+25.2% |