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) | $28,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,340 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,280 | $91,407-34.1% | $135,903-55.6% | $71,457-15.6% |
| Participation rate | 91.1% | 75.7%+15.4pp | 81.9%+9.2pp | 67.9%+23.2pp |
| Annual return | 17.63% | 29.90%-12.3pp | 68.23%-50.6pp | 28.85%-11.2pp |
| Employer contribution / active EE | $4,231 | $3,703+14.2% | $4,856-12.9% | $2,588+63.5% |
| Participant deferral / active EE | $7,695 | $7,092+8.5% | $7,758-0.8% | $4,289+79.4% |
| Admin fee / account holder | $85 | $1,266-93.3% | $10,762-99.2% | $1,587-94.7% |