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 91-2096181 | Advisory (Plan) | $18,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,414 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,635 | $99,957-30.3% | $149,696-53.5% | $73,488-5.2% |
| Participation rate | 83.0% | 75.7%+7.3pp | 82.5%+0.5pp | 70.7%+12.3pp |
| Annual return | 17.13% | 53.87%-36.7pp | 276.60%-259.5pp | 28.51%-11.4pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $11,552 | $6,073+90.2% | $6,842+68.8% | $3,740+208.9% |
| Admin fee / account holder | $179 | $551-67.5% | $9,309-98.1% | $513-65.2% |