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) | $30,501 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,847 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,275 | $101,317-19.8% | $146,958-44.7% | $74,495+9.1% |
| Participation rate | 79.4% | 75.5%+3.9pp | 82.2%-2.7pp | 67.2%+12.2pp |
| Annual return | 14.85% | 8730.91%-8716.1pp | 418.34%-403.5pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $10,521 | $3,810+176.1% | $4,933+113.3% | $2,623+301.1% |
| Participant deferral / active EE | $10,699 | $7,303+46.5% | $8,070+32.6% | $4,346+146.2% |
| Admin fee / account holder | $264 | $1,739-84.8% | $12,998-98.0% | $1,942-86.4% |