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 23-3034280 | Advisory (Plan) | $45,136 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,926 |
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 | $64,724 | $71,142-9.0% | $119,609-45.9% | $64,808-0.1% |
| Participation rate | 79.5% | 78.6%+0.8pp | 79.3%+0.2pp | 71.5%+8.0pp |
| Annual return | -15.58% | -10.01%-5.6pp | -14.97%-0.6pp | 32.82%-48.4pp |
| Employer contribution / active EE | $442 | $2,497-82.3% | $4,232-89.6% | $2,506-82.4% |
| Participant deferral / active EE | $3,866 | $4,490-13.9% | $5,602-31.0% | $4,310-10.3% |
| Admin fee / account holder | $208 | $162+28.5% | $10,323-98.0% | $188+11.0% |