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) | $35,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,992 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,304 | $100,923-14.5% | $150,045-42.5% | $74,304+16.1% |
| Participation rate | 95.3% | 70.1%+25.2pp | 82.3%+13.0pp | 60.3%+35.0pp |
| Annual return | 18.87% | 51.77%-32.9pp | 62.55%-43.7pp | 29.43%-10.6pp |
| Employer contribution / active EE | $6,112 | $3,463+76.5% | $4,693+30.2% | $2,241+172.7% |
| Participant deferral / active EE | $12,949 | $6,709+93.0% | $7,997+61.9% | $3,767+243.7% |
| Admin fee / account holder | $252 | $2,767-90.9% | $13,435-98.1% | $2,969-91.5% |