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 | -$8,468 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,158 | $101,317-33.7% | $146,958-54.3% | $74,495-9.8% |
| Participation rate | 87.1% | 75.5%+11.6pp | 82.2%+5.0pp | 67.2%+19.9pp |
| Annual return | 15.21% | 8730.91%-8715.7pp | 418.34%-403.1pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $3,854 | $3,810+1.2% | $4,933-21.9% | $2,623+46.9% |
| Participant deferral / active EE | $5,293 | $7,303-27.5% | $8,070-34.4% | $4,346+21.8% |
| Admin fee / account holder | $68 | $1,739-96.1% | $12,998-99.5% | $1,942-96.5% |